News & Resources

Irrevocable trusts are often touted as unbreakable legal structures — once assets are placed into one, they’re considered permanently out of the grantor’s hands. But in reality, there are legal mechanisms to modify or...

Estate planning is not a “set it and forget it” task. Life evolves—families grow, laws change, assets shift—and estate plans should reflect those changes. If you’ve already created a trust or a Will, you may be...

Estate Planning for Digital Assets and Accounts: What You Need to Know in 2025 In today’s digital-first world, estate planning no longer involves only physical assets and financial accounts. From social media and email to...

When people hear a diagnosis like Alzheimer’s or another condition that affects cognition, they often assume it means estate planning is off the table. But that’s not always the case. In fact, individuals with cognitive...

One of the most common estate planning questions we hear is: “Should I sell my house before I die?” The answer, as with many legal and financial matters, is: It depends. The key factor often comes down to capital gains...