Posts in February, 2025

Feb 24 Key Estate Planning Insights for 2025

As we transition into 2025, it's evident that estate planning remains a critical yet often overlooked aspect of financial ...

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 ...