January 29, 2026
It's a conversation we have regularly with clients: "Do I even need an estate plan? Everything is set to transfer on death."
On the surface, it seems like a reasonable question. Transfer-on-death (TOD) designations feel comprehensive. Your bank accounts will transfer. Your investment accounts will transfer. Maybe even your real estate has a TOD deed. Everything has a named beneficiary. Problem solved, right?
Not quite.
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August 12, 2025
Congratulations on reaching retirement! While you're likely focused on travel plans and newfound freedom, there's a crucial aspect that often gets overlooked: how retirement affects your estate planning strategy.
Here's reassuring news: retirement doesn't require changes to your core estate planning documents like your will or trust. However, the transition from employee to retiree creates several important considerations that deserve immediate attention.
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May 13, 2025
Imagine leaving an inheritance that truly helps your family member who needs additional support with finances, rather than potentially causing financial harm. This is where spendthrift trusts shine—a sophisticated estate planning tool that offers both protection and peace of mind.
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May 06, 2025
Estate planning often focuses on what happens after we're gone, but equally important is planning for potential mental disability during our lifetime. None of us want to imagine losing cognitive function, yet preparing for this possibility is one of the most compassionate things we can do for ourselves and our loved ones.
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April 23, 2025
Gift taxes often create confusion for those engaged in estate planning or generational wealth transfer. This blog explains how the annual gift tax exclusion works, when you need to file a gift tax return, and how gifts interact with your lifetime exemption.
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