Recent News & Blog / Estate Planning
Estate Planning Considerations for High-Net-Worth Individuals
As of 2026, the federal estate tax comes with an exemption of $15 million per person and $30 million per married couple, though some states have significantly lower exemption rates.52241 Those in the high-net-worth (HNW) category may find themselves affected even with the large federa
Estate Planning Tools to Help Protect Your Legacy
Building wealth takes years of hard work and ensuring that wealth passes to your loved ones as efficiently as possible requires thoughtful planning.
How to Choose the Executor of Your Estate
One of the most important estate planning choices you will make is who you choose as the executor of your estate.
New Love, New Plan: 8 Estate Planning Considerations for Second Marriages and Partnerships
Whether you've recently re-married or entered into a new long-term partnership, it's an exciting new chapter—but it's also an important time to revisit your estate plan.
Wills, Trusts, and Peace of Mind: Creating a Plan That Lasts
Wills and trusts ensure your assets pass to heirs according to your wishes. You may want to use a will if you're married, have children, or own property.
Life Insurance Basics: Choosing the Right Policy
Many factors go into choosing the right life insurance policy, such as your age, financial status, and how long you anticipate needing coverage. Let’s review some of the basics of life insurance, so you can make the best decision for you and your family.
Thinking Ahead: Estate Planning Considerations for Those Under 40
One of the most common estate planning misconceptions is that you have to wait until you’re a certain age or at a certain net worth to begin planning. In actuality, the sooner you plan, the more prepared you and your loved ones will be for life's unexpected twists and turns.
How to Choose Your Beneficiaries
Beneficiaries are an important part of your estate plan, as these are the people or organizations that will ultimately benefit from your estate. Your specific beneficiaries often give a purpose and guidance for what you’re leaving behind.
Trust Taxation: Considerations for Grantors and Beneficiaries
Trusts are legal arrangements used to protect and distribute assets, often as part of estate planning. They are taxed differently than ordinary investment accounts, depending on their structure and the type of income they generate.
Long-Term Care Insurance Can Offer Peace of Mind and Help Preserve Your Wealth
One of the greatest risks to your estate plan is the chance of incurring substantial long-term care (LTC) costs.