Clear, practical articles to help you better understand estate planning, trusts, and related topics. Our goal is to provide helpful information so you can make informed decisions for yourself and your family.
A trust avoids probate, but an empty trust does not. What do I mean by that? You have probably heard me say that a trust is like a bucket and you need to fill it with your assets for it to avoid
Estate planning is a crucial step in ensuring your assets are distributed according to your wishes and that your loved ones are protected. Two of the most common tools used in estate planning are wills and trusts. While both serve
The House of Representatives recently passed the “One Big Beautiful Bill Act” (OBBBA), a sweeping legislative package with significant changes. The OBBBA would also extend many provisions of the 2017 “Tax Cuts and Jobs Act,” including the federal estate and
