Important Masterclass
How to Pay for Care without Going Bankrupt

What about House Contents when Someone Dies?

Probate includes distributing possessions from the home.

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.

What are the Tax Brackets for Next Year?

Tax Brackets 2023 Estate Tax Inheritance Tax

People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.

It Is Important to Update Your Estate Plan

Multigenerational Family on a couch. Grandparents may need assisted living.

Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?

How Did Olivia Newton-John Plan Her Estate?

Olivia Newton-John Estate Planning

Olivia Newton-John would have celebrated her 74th birthday on September 26. The Cambridge-born star earned millions for her efforts in music and entertainment, and a staggering final act of charity saw Newton-John’s family splitting their inheritance with her charities.

Are You Ready for 2026?

Estate Tax Planning

Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.

Why are Trusts a Good Idea?

Trust Planning

Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.

What Jackie Kennedy Knew about CLATs and Estate Planning

Jackie Kennedy Sunglasses CLAT planning

Jacqueline Kennedy Onassis will long be known for many superlative distinctions: an internationally beloved former first lady of the United States, one of the most influential contributors to the restoration and preservation of the White House and a peerless cultural icon.

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