When it comes to planning for your family’s future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing at all? These
A federal judge in Texas issued a ruling this week that could affect millions of business owners across the country. Let’s break down what this means for you and your business. The
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding how accounts are titled
In Part 1 of this series, we explored general estate planning considerations given today’s changing landscape, especially related to taxes, interest rates, and asset protection. Now, let’s focus on how to protect
With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you’ve been waiting for the “right time” to create or update your estate plan, there’s truly
