Trusts & Estates Archives

Flexible & Specialized Trust Structures

Learn how SLATs, directed trusts, and dynasty trusts create flexible estate planning strategies that protect wealth across generations.

New Estate Tax Rules Impact Farm Transfers

Understand new estate tax rules and how they change farm transfer strategies, including step-up in basis and gifting decisions.

Passing the Farm to the Next Generation

Passing the farm to the next generation requires careful planning. Learn how to protect assets and reduce tax burdens.

Common Expenses That Reduce Your Final Inheritance

Learn the common taxes, fees, and expenses that can reduce an inheritance and how estate planning can help protect your legacy.

What Is a Trust in Estate Planning?

Explore what a trust is in estate planning, how it protects assets, and when families should use one. Understand key roles and trust types.

Intergenerational Wealth Transfer & Demographic Shifts

The Great Wealth Transfer is underway. See why families need updated estate plans, coordinated advisors, and clear guidance for future heirs.

When the IRS Questions Your Estate Plan

Learn how IRS estate and gift tax audits work, what auditors review in estate plans, and how documentation and valuations can affect the outcome.

Estate Planning Opportunities Under New 2026 Tax Law

Learn how the new 2026 tax law affects estate, gift, and GST planning, and explore strategies to manage high-growth assets and protect your long-term legacy.

Preserve Your Wealth for Generations

Learn how estate and gift tax strategies can protect your wealth, reduce taxes, and preserve your family’s legacy for future generations.

Protect Your Family’s Wealth Now

Age-Defying Retirement Planning for May-December Couples

February 15, 2024

Age is just a number...unless you're planning to retire with a significant age gap. Let's explore the nuances of retirement planning for May-December couples!

Life After Retirement: Preparing for the Long Haul

December 7, 2023

Let's dive into the unseen aspects of life after retirement that often catch people off guard and leave them unprepared for the long haul.

SECURE 2.0 is Your Cue to Establish Retirement Plans

March 2, 2023

Get up-to-date on the SECURE 2.0 Act so you can provide your employees with retirement savings plans and reap the benefits of this new law!

Service: Trusts & Estates