Estate Planning Blog
New & Emerging Developments in Estate Planning, Post Donald J. Trump’s 2025 Presidential Inauguration
Since President Donald Trump took office in January 2025, the United States has experienced considerable changes in estate planning legislation and methodologies.
Connelly v. IRS – A High Stakes Estate Planning Case That Reaches the U.S. Supreme Court
Learn how Connelly v. IRS reshaped estate planning for family businesses, highlighting valuation disputes and key tax implications.
Adapting to Change in the Legal & Tax Estate Planning Landscape
Discover how tax estate planning can protect assets, reduce taxes, and adapt your strategy to changing laws for a secure, seamless wealth transfer.
Neglecting Estate Planning; Lessons from High-Profile Cases
Learn key estate planning lessons from high-profile celebrity cases. Avoid probate disputes, protect assets, and secure your legacy.
The Vital Role of Estate Planning in 2024: Why You Should Act Now
Act now on estate planning in 2024 to protect assets, reduce taxes, and secure your family’s future before key exemptions expire in 2026.
Why Everyone Needs an Estate Plan, Especially Now
Learn why everyone needs an estate plan now. Protect assets, avoid probate, reduce taxes, and ensure your legacy for future generations.
Recent Trends in Estate Planning & Expert Warnings
Estate planning is declining, yet experts stress its importance for protecting assets, naming guardians, and making vital personal and family decisions.
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