Is Your Estate Plan Ready for 2025’s Tax and Political Shake-Up?
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Is Your Estate Plan Ready for 2025’s Tax and Political Shake-Up?

In our recent newsletter, Nick Carrigan, Esq. highlights 2025 tax and policy shifts — and what they mean for your estate and financial plans. We’ve outlined a few of the key takeaways below and encourage you to read the full version of this informative article at the link below. Plus, be sure to sign up…

Time to Update Your Estate Plan – What Fewer IRS Audits Mean

Time to Update Your Estate Plan – What Fewer IRS Audits Mean

News that IRS audits are on the decline may sound like a welcome relief, especially for high-income individuals. Yet, for anyone focused on long-term wealth preservation, a fundamental shift in enforcement isn’t a free pass. Now may be the best time to review your estate planning strategy.  A recent report from The New York Times highlights a consistent drop in IRS…

April Newsletter: How to Leave Your Wealth Wisely — Inheritance, Beneficiaries & Trust Strategies

April Newsletter: How to Leave Your Wealth Wisely — Inheritance, Beneficiaries & Trust Strategies

Over the next 20 years, an estimated $84 trillion in assets is expected to change hands from older Americans to younger Americans in what financial experts are calling the “Great Wealth Transfer”, as referenced in a study from USAToday. Our April newsletter provides helpful tips on how to leave your wealth wisely when it comes…

Four Ways to Minimize the Chance of a Will or Trust Contest

Four Ways to Minimize the Chance of a Will or Trust Contest

Disputes over terms of your will or trust can derail your final wishes, quickly drain your financial legacy, and tear apart your loved ones. But if you plan ahead of time, you can spare your family a potentially irreparable conflict. Here are some key points to consider to minimize the chance of a will or…

Paws in Perpetuity: Estate Planning for Your Loyal Companion

Paws in Perpetuity: Estate Planning for Your Loyal Companion

By Jennifer J. Carney, Esq. As pet owners, we often regard our animals as cherished members of our family. Their companionship, loyalty, and unconditional love enrich our lives in ways that are irreplaceable. However, it is essential to consider the future of our pets should the unforeseen occur. Estate planning for your pets is a…

March Newsletter: Lists You Need to Get Your Affairs In Order

March Newsletter: Lists You Need to Get Your Affairs In Order

Spring cleaning isn’t just for your home—it’s also a great time to dust off your estate planning documents and get your affairs in order! Our March newsletter explains how a bit of list-creating and organizing now can provide peace of mind to you and your loved ones. Do You Know What You Own? Start with…

More Than Money: Leaving a Legacy With Heart

More Than Money: Leaving a Legacy With Heart

Money and property might be the most talked-about parts of a person’s wealth, but the wisdom, traditions, and experiences they pass down can be just as valuable—if not more. Your estate plan isn’t just about dividing assets; it’s a chance to reinforce the values that make your family unique. After all, leaving a legacy comes…

February Newsletter: Love and Estate Planning

February Newsletter: Love and Estate Planning

We’re celebrating love and estate planning in February’s newsletter—not with flowers and chocolates, but with strategies that show your sweetheart how much you care. This month, we cover three trusts that help protect your spouse, minimize taxes, and keep your legacy intact because true love means planning for the future together. Protect Your Wealth and…