June 2025

The estate tax is a key consideration for families planning their financial future. In 2017, the Tax Cuts and Jobs Act (TCJA), sometimes referred to as the Trump Tax Cuts, significantly increased the federal estate tax exemption, making complex tax planning unnecessary for many Americans. However, these provisions are set to expire at the end […]

When it comes to estate planning, one of the most common questions people ask is whether they need a will or trust. The right choice depends on your assets, your family situation, and your goals for managing your affairs during incapacity and after death. This article is designed to help you understand the key differences