Resources for Informed Decisions

Access helpful guides and insights to better understand your legal options.

Educational Content for Clients

The Importance of Planning Funeral and Burial Arrangements

04/17/2026

When reviewing your estate planning documents, much of the time with your attorney is spent discussing options for the distribution of...

Common Estate Planning Questions

04/17/2026

Estate planning is the process of setting up your affairs to plan for incapacity and avoid court interference at death....

Educational Content for Advisors

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Avoiding Probate for Small Estates: A Practical Solution

04/17/2026

Dealing with the estate of a loved one after their passing can be a complex and emotionally taxing process. If...

Business discussion with documents and calculator

“ONE Big Beautiful Bill” and Estate Taxes: $15 Million Exemption Here to Stay

04/17/2026

A major change in the federal estate tax was recently signed into law as part of what lawmakers dubbed the...

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What To Look For When Reviewing An Estate Plan

04/17/2026

Experienced estate planning attorney. Your estate plan will be one of the most important documents you create during your lifetime. Therefore,...

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IRS Releases the 2025 Estate Tax Exemption Amount

04/17/2026

The IRS has released adjustments to the estate tax exemption, annual exclusion for gift taxes, and the marginal tax rates...

Kamala Harris Reveals Estate Tax Policies Including 55 Percent Estate Tax

04/17/2026

In August, presidential candidate Kamala Harris disclosed some of her proposed tax policies. Kamala Harris’s proposal brings significant changes to...

Election Year Wealth Transfer Strategies

04/17/2026

With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act...