Recent News & Blog / Estate Planning
How to Safely Address a Gun Collection in Your Estate Plan
For many, the primary reason for creating an estate plan is to ensure their assets are passed on to family members according to their wishes, but when it comes to estate planning, not all assets are created equal.
Planning to Make Year-End Gifts? Take Advantage of Your Gift Tax Annual Exclusion
As the year draws to a close, it’s a great time to revisit your gifting strategy—especially if you want to transfer wealth efficiently while minimizing future estate tax exposure.
How Pairing a Living Trust with a Pour-Over Will Can Help Cover All Your Assets
A living trust is one of the most versatile estate planning tools available. It offers a streamlined way to manage and transfer assets while maintaining privacy and control.
Trusts: What You Need to Know About Paperless Federal Tax Payments & Refunds
In March 2025, the President signed Executive Order (EO) 14247 directing the U.S. Treasury and IRS to modernize federal payment systems.
Plan Now to Ease Your Family’s Burdens Immediately After Your Passing
Planning for the end of life is never easy, but including your funeral and memorial wishes in your estate plan can relieve a major burden from your loved ones.
Is a QTIP Trust Right for Your Blended Family?
A qualified terminable interest property (QTIP) trust can be a valuable estate planning tool if you have a blended family.
Your Family Needs to Know How to Access Your Estate Planning Documents
Making sure your family will be able to locate your estate planning documents when they are needed is one of the most important elements of the estate planning process.
Creating a Will? Don’t Forget to Include a Residuary Clause
When creating a will, most people focus on the big-ticket items, like who gets the house, the car, and specific family heirlooms. However, one element that’s often overlooked is the residuary clause.
Beware the pitfalls of DIY estate planning
A do-it-yourself (DIY) estate plan may seem appealing to those who feel confident managing their own affairs and want to save money.
Does your estate plan include a financial power of attorney?
Your estate planning goals likely revolve around your family, including both current and future generations. However, you shouldn’t forget to consider yourself if your plan. What if you become incapacitated and are unable to make financial decisions?