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What Happens to the Federal Estate Tax Exemption in 2026?

Even for estates that may not be taxable today, planning ahead can provide significant tax savings and peace of mind.

May 16, 2025
Protecting Yourself Against Elder Fraud and Scams

Scams come in all shapes and sizes, from text messages from someone purporting to be one of your loved ones, to a phone call alleging they work for your bank, to dating apps or online scams.

May 14, 2025
Cryptocurrency and Estate Planning: Transferring Your Digital Assets After Death

Crypto is a system of digital tokens that can be used as a currency between individuals in an online marketplace.

April 17, 2025
Medical Directives For Health Care Planning

While it is not necessary to have an attorney when dealing with health care documents, most attorneys will assist clients with executing a living will, health care proxy, and HIPAA release form as part of their estate plan.

March 18, 2025
Who Gets a Copy of the Will Before Death?

No one other than the person who is establishing a will, otherwise known as the testator, an attorney draftsperson, and the two subscribing witnesses need to see the document before your death.

March 13, 2025
Corporate Transparency Act Update: What It Means for Estate Planning

Over the past year, what seemed like solely a corporate law clashed with estate planning and trusts and estates law.

March 10, 2025
Social Security Retirement Income Changes in 2025

The 72.5 million Americans receiving social security will enjoy a 2.5% cost of living adjustment (COLA) increase in 2025.

February 25, 2025
What’s the Difference Between a Last Will and Living Will?

A last will and testament is meant to respect your wishes in the time after your death, while a living will is used to honor your wishes in the last moments of your life.

February 21, 2025
What if I Don’t Want to Be an Executor?

You can renounce your right as Executor and decline to act by simply signing a Renunciation of Nominated Executor form in front of a notary.

February 14, 2025
Estate Planning Basics for Young Adults

Whether you are 18 or 81, there are four key documents you should consider: health care proxy, HIPAA release form, living will, and power of attorney.

January 28, 2025
Why Every Parent Needs a Will

If you are a parent of a young child, you have probably heard that you should have a will. But do you know why?

January 23, 2025

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Thought Leadership

Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.

May 1, 2024 Read Article