An estate plan and an asset protection plan are not the same thing. If you have one but not the other, here is exactly what that gap looks like and what to do about it. Your will and trust control what happens to your assets after you die, but they don’t protect those assets while […]

Why Year-End Gifting Matters Many individuals and families use year-end gifting as a practical way to transfer assets, support relatives, and reduce future administrative burdens. Even when an estate is well below federal estate tax thresholds, strategic gifting can simplify future settlement, address family needs in real time, and ensure assets flow according to intention […]

Understand how 2026 tax changes under the new One Big Beautiful Bill Act (OBBBA) could impact your estate plan and what to review before year-end.

You want to make sure the children you love are cared for and protected. Here are two common mistakes families make when planning for minor children and our recommendations.

It’s summer, when thoughts to turn to vacations, travel, and time in the sun. It’s also the right time to look out for the young adults in your life.

Your child just turned 18 and you are no longer legally allowed to make decisions for them. Learn about the 5 documents your young adult needs now.

Every state imposes different taxes. Maryland is unique: it’s the only state that imposes both an estate tax and an inheritance tax. Planning is especially important for those who live or own property in Maryland.

There has been considerable public and private discussion about estate, inheritance, and death taxes. Our COO and estate planning strategist, Avatus Stone, explains what you need to know.

As expected, new federal legislation has been proposed that would significantly change the estate and gift tax landscape. We expect this law to pass.

A trust advisor is an individual given the power to ensure that the purposes and goals of the trust are ultimately fulfilled. Here are some helpful tips for how to choose your trust advisor.