Newsletter

January 2026

• How Much Can You Gift Without Triggering Taxes? 7 Annual Gifting Strategies That Actually Work

December 2025

• What Happens to Your Digital Life After You Die? 7 Ways to Plan for Digital Assets in Your Estate

November 2025

• It’s Your Funeral. You Should Decide What Happens

October 2025

• Should You Add a Trust Protector to Your Estate Plan?

September 2025

• Do You Need to File Anything When Your Spouse Dies If You Have a Trust?

August 2025

• What Makes Us Different? Funding

July 2025

• Why Two Trusts Are Better Than One: Estate Planning for Couples

June 2025

• A Living Will Is Not a Will

May 2025

• The Brady Bunch Plan: Estate Planning for Blended Families

April 2025

• What Happens to Your Home If You Die Without a Will?

March 2025

• The Executor’s Role In Your Estate Plan

February 2025

• What Kinds of Trusts Are There?

January 2025

• What is a trust and why do I need one?

December 2024

• Is it true that I should avoid Probate?