Estate Planning

Generational Wealth Transfer and Your Estate Plan Protecting your family’s legacy so that it lasts for generations requires more than just a simple will — it requires careful planning and open communication. Each generation views the world differently, which can create competing priorities about how wealth should be used. Today’s Millennials and Generation Xers often

Estate Planning for Young Adults: Why You Shouldn’t Wait Many young adults — even those well into their 30s — believe they are too young to worry about estate planning. Others think they don’t own enough to justify one. But the truth is, an estate is simply everything you own: Bank accounts, investments, and retirement

LGBTQIA+ Estate Planning: How to Protect Your Loved Ones and Your Future Estate planning is important for everyone — but for the LGBTQIA+ community, it can be essential to ensure that your wishes are honored and that your partner, children, and loved ones are legally protected. A thoughtful estate plan can: Safeguard against discrimination or

Is It Time to Reconsider Your Estate Plan? With potential changes to the federal estate tax exemption, now may be the perfect time to review how you plan to transfer generational wealth to your heirs. Currently, the federal estate tax exemption is $11.7 million per individual and $23.4 million per couple. However, Senate Democrats have

COVID-19 Vaccination in 2025: What It Really Means for You As vaccination rates rise, many Americans wonder how “being vaccinated” changes daily life. The short answer: it helps significantly, but it doesn’t mean everything returns to pre-COVID norms overnight. What’s New in 2025: Policy Shifts & Vaccine Access As of August 27, 2025, the FDA