To help make sure you don’t miss any important 2026 deadlines, we’re providing this summary of when various ...

By: Cherish van Mullem, CPA, JD, LLM The One Big Beautiful Bill (OBBBA) preserved one familiar charitable giving ...

When creating or updating your estate plan, it’s important to address your elderly parents with both clarity and ...

Many tax figures are annually adjusted for inflation and typically increase each year (or at least every few ...

Integrating health care decisions into your estate plan is important because it ensures they are thoughtful, informed and ...

Did you know there’s a tax-advantaged way to save for the expenses of a person with a disability ...

The One Big Beautiful Bill ("OBBBA") preserved one familiar charitable giving rule-but quietly changed several others in ways ...

Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their ...

For many, the primary reason for creating an estate plan is to ensure their assets are passed on ...

You likely have a lot of things to do between now and the end of the year, such ...

Owning assets with your adult child as “joint tenants with right of survivorship” may seem like a simple ...

A living trust is one of the most versatile estate planning tools available. It offers a streamlined way ...