Estate Planning
December 20, 2025
In 1994, I sent my father what I thought was a compelling three-page letter, urging […]
July 18, 2025
In the realm of estate planning, the term irrevocable trust often conjures notions of permanence […]
July 15, 2025
Signed into law by President Trump on July 4, 2025, the One Big Beautiful Bill […]
January 27, 2025
A New Administration The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant tax […]
October 15, 2024
Fifteen months remain until certain provisions of the Tax Cuts and Jobs Act expire on […]
August 22, 2024
As I write this article, my family and I are on an American Airlines flight […]
June 20, 2024
The abundance of speculation about where the estate tax exemption will land in 2026 leaves […]
March 21, 2024
“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]
When There Are No Defaults: Estate Planning for Childfree Adults