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.

We expect to see change and more change in estate planning laws, regulations, and taxes in 2025. Here is the first round.

We hope you are looking forward to the holidays and the opportunity to relax and celebrate with friends and family.

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 may already know about the new rule that went into effect this year: the Corporate Transparency Act. Now, if you’re a “beneficial owner” of a particular type of entity, you have to file a BOI report.

The SECURE Act was specifically designed to help more people save more money for their retirement. That said, these regulations are complex, but we’re here to help.

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.