Oct 28, 2026 | Estate Planning, Personal Financial Planning, Tax News
Estate planning and cryptocurrency intersect in surprising ways. Because crypto is treated as a bearer instrument (meaning that the person who controls the key is the owner), even basic planning decisions can have far-reaching consequences. As adoption grows, so does...
Sep 1, 2026 | Estate Planning, Tax News
Trusts are a foundational estate planning tool. They allow you to establish legally binding rules for asset distribution after your death. They also provide management guidelines during your lifetime. A trust can operate continuously while you’re healthy, during...
Jul 23, 2026 | Estate Planning, Personal Financial Planning, Tax News
Trusts are legal tools that help protect and distribute assets, often within estate plans. Different structures and income types determine how taxes apply compared with standard investment accounts. Revocable trusts follow simple tax rules. While the grantor, or...
Jun 4, 2026 | Estate Planning
A change in leadership is inevitable in a family business. However, when owners concentrate on business strategy, they often overlook how estate planning will affect what will occur when they are no longer present. Early decisions about structure, succession and taxes...
Oct 28, 2025 | Estate Planning, Personal Financial Planning, Tax News
The OBBBA includes several provisions that affect how individuals can deduct charitable contributions on their federal income tax returns. These changes influence both annual tax filings and estate planning decisions. Perhaps the most significant update is that the...
Oct 21, 2025 | Business Planning, Estate Planning, Personal Financial Planning
Revenue Ruling 2023-2, issued in March 2023, made a major change to how assets in irrevocable trusts are treated. The rule states those assets in an irrevocable trust that are not included in the grantor’s taxable estate cannot receive a step-up in basis. This...
