Estate Planning

June 25, 2026

DST 1031 Exchanges for Investors Seeking Simplicity and Diversification

A few years ago, I was living in Buffalo, New York, and managing a rental […]
January 31, 2026

When There Are No Defaults: Estate Planning for Childfree Adults

My husband and I are DINKs. It sounds like a schoolyard insult, but it fits […]
December 20, 2025

Directed Trustees: Flexibility, Accountability, and Teamwork

In 1994, I sent my father what I thought was a compelling three-page letter, urging […]
July 18, 2025

Decanting a Trust: Pouring Old Wine into a New Bottle

In the realm of estate planning, the term irrevocable trust often conjures notions of permanence […]
July 15, 2025

Understanding the One Big Beautiful Bill and Its Tax Changes

Signed into law by President Trump on July 4, 2025, the One Big Beautiful Bill […]
January 27, 2025

Do I Still Need My SLAT?

A New Administration The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant tax […]
October 15, 2024

Tax Sunset Looming: Is Your Estate Ready for 2026?

Fifteen months remain until certain provisions of the Tax Cuts and Jobs Act expire on […]
August 22, 2024

Family Vacation Property and the Next Generation

As I write this article, my family and I are on an American Airlines flight […]
June 20, 2024

Simple Solutions to Reduce Your Estate Tax

The abundance of speculation about where the estate tax exemption will land in 2026 leaves […]