
“Use It or Lose It” — The $13 Million Estate Tax Exemption Is Disappearing in 2026
Protect your family’s wealth before the federal estate tax exemption drops from $13.99 million to $7 million in 2026. Learn important estate planning strategies like gifting, trusts, and business valuation freezes to minimize taxes and preserve your legacy. I’m here to help you understand how gifting and trusts can protect what matters most.

Hidden Estate Planning Tricks Rich People Use
Discover estate planning tricks to minimize taxes, avoid mistakes, and secure your family’s future. Get expert tips on wills, trusts, and digital assets.

If Voldemort Had a Will, Who Would Inherit His Assets?
Having an estate plan is not just about having a legal document in place. It goes beyond that and has a significant impact on your loved ones after you’re gone.

The Beginner’s Guide to Family Estate Planning
Legacy isn’t about the amount of money in your bank account. It’s about the love, memories, and peace of mind you leave behind. Let’s help you get started with your estate plan, today.
The 5 Most Powerful Quotes About Wealth & Legacy—Perfect for Your Lock Screen
Discover the 5 most powerful quotes about wealth and legacy, perfect for inspiring you every day. Transform your iPhone lock screen with these meaningful words.

Don’t “Shake It Off”: Why You Shouldn’t Ignore Your Estate Plan
While picking up your third cup of double caffeinated coffee before lunch, you might have heard words like "estate plan", "wills", or "probate" floating around. And when you realize the people who are saying those words and getting closer to your own age, you may...

Executor vs. Beneficiary Rights: Inheritance Wars What Every Beneficiary Must Know Before It’s Too Late
Understand what executors and beneficiaries need to know—your roles, rights, and responsibilities. With clear communication and the right legal guidance, settling an estate doesn’t have to be overwhelming.

Everything You Should Know About Closing a Revocable Trust After Death
Learn step-by-step how to close a revocable trust after a loved one’s passing. From asset distribution to tax filings, ensure a smooth process.

How Long Does a Trustee Really Have to Distribute Assets?
Wondering how long a trustee has to distribute assets? Learn about timelines, legal requirements, and challenges trustees face in this comprehensive guide.