Posts in 2025

Feb 17 Top Estate Planning Mistakes to Avoid in 2025, A Comprehensive Guide for Clients and Advisors

Estate planning remains one of the most important yet frequently mishandled aspects of financial and legal preparation. As we are ...

Feb 14 Understanding the Spousal Elective Share: This is What Happens to Inheritance

You might assume that as the surviving spouse, you’ll automatically inherit most or all of your spouse’s assets. However, the ...

Jan 09 Why Transgender Americans Are Prioritizing Estate Planning Before the Upcoming Inauguration

As the inauguration of President Donald Trump for a second term approaches, many transgender Americans are taking proactive steps ...