Choosing individuals to be key players in your will is one of the most personal—and important—parts of estate planning. Here’s a clear breakdown of the roles and the characteristics you should look for when deciding whom to appoint. Executor What they do: The Executor...
When Congress doubled the Federal Estate Tax exemption in 2018, many Americans breathed a sigh of relief — couples could pass over $20 million tax-free at the federal level. Even though the 2026 Federal Tax Exemption will allow couples to pass over $30M, anyone with...
Remarrying during retirement is a joyful milestone, but it also brings with it a host of financial, tax, and legal questions that deserve careful attention. Unlike earlier in life, when careers are still developing and children may be young, later-life marriages...
The recently enacted federal tax legislation, informally referred to as the “Big Beautiful Bill”, has significantly expanded the federal estate tax exemption. Because of this, traditional tools designed to reduce estate taxes such as credit shelter trusts may...