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.

What does National Estate Planning Awareness Month mean for you? It’s an opportunity to think about your estate plan, your loved ones, and your legacy, and what might need to change.

You’ve got yourself a living trust. Congratulations! But guess what? A trust is pretty much like a high-performance sports car. It won’t get you anywhere without fuel. 

Contact us to schedule a Legacy Roundtable with you, your loved ones, your estate attorney, and your financial advisor. We’ll lead it for you.

Tax time is coming up fast. Start with these helpful tax guidelines for 2023 and 2024.

The end of the year will be here before we know it. To help you get ahead, we’ve created a checklist of top-priority items to address before the year ends.

The SECURE Act altered how a beneficiary of an IRA is required to take withdrawals. Because of this, it may be more advantageous to make a trust the beneficiary of an IRA.

How to set up legacy contacts for Apple, Google, and password management software to ensure access to your digital accounts after incapacity or death.