Category: Estate Planning

September Reminds Us: Prevention Isn’t Just Medical, It’s Legal Too

Planning for Vulnerable Adults in the Family

Breaking the Silence Around Mental Health and Planning

Creating a Circle of Support

Planning for Vulnerable Loved Ones: A Different Kind of Protection

Why Advisors Should Flag Mental Health Risks in Planning

The Advisor’s Role in Suicide Prevention Planning: Spotting Issues and Supporting Families

Estate Planning Isn’t Just for Wealth—It’s for Wellness

Why Powers of Attorney Matter More Than You Think

Protecting Loved Ones Who May Be Struggling

The SALT Deduction and Real Estate Clients

Tax Planning Under the Big Beautiful Bill: What Changed?

The SALT Deduction Is Back—Here’s Why That Matters

Is It Time to Update Your Tax Plan?

Winners and Losers Under the Big Beautiful Bill

How Advisors Should Talk to Clients About the New Estate Exemption

Think You’re Safe from Estate Taxes? Think Again

The Good News About Your Income Taxes

What the Big Beautiful Bill Means for Your Estate Plan

The AI Risk in Estate Planning: Digital Assets, Deepfakes, and Data Theft