Married couples: Joint or separate trusts?
Revocable trusts are a key component of many estate plans. Among other things, these trusts allow you to minimize probate expenses, keep your financial affairs private and provide...more
Preparing for 2026 -
Four ways to build flexibility into your estate plan -
January 1, 2026, is a significant date for estate planning. On that day, the federal gift and estate tax exemption amount set by the Tax Cuts...more