Blog
Serving as an estate executor? Learn the 10 essential steps to manage and distribute assets, handle taxes, and navigate legal duties with confidence and clarity.
2/25/2025
Blog
Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their loved ones. Learn 4 essential tips to create a smart, stress-free estate plan that reflects your wishes.
9/23/2024
Blog
A lot goes into being an estate executor. It’s a responsibility that shouldn’t be taken lightly, and that’s why it’s so important to find the right person for the job when you’re putting together your estate plan.
5/4/2022
Blog
Settling a parent’s estate is both emotional and complex. Discover 7 essential insights—from organizing paperwork to managing family dynamics—that can help you navigate the inheritance process with clarity and care.
1/25/2022
Blog
Explore how an intentionally defective grantor trust (IDGT) can reduce estate taxes, preserve wealth across generations, and leverage tax advantages for high-net-worth estate planning.
10/20/2021
Blog
What happens to your estate when you die? Learn how probate works, the role of an executor, which assets bypass probate, and how to prepare your estate for a smoother transition.
2/26/2021