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.

Discover estate planning tricks to minimize taxes, avoid mistakes, and secure your family’s future. Get expert tips on wills, trusts, and digital 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.

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.

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...

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.

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.

Wondering how long a trustee has to distribute assets? Learn about timelines, legal requirements, and challenges trustees face in this comprehensive guide.