News & Resources

If you’re a parent of minor children, one of the most important estate planning steps you can take is to prepare for the unthinkable: what happens if you die while your children are still under 18? Without proper...

If you’re managing a loved one’s estate or planning your own legacy, understanding the “step-up in basis” rule is essential for effective estate planning and minimizing capital gains taxes. This powerful...

Trust Income Tax Rules When using a trust as part of your estate plan, understanding how income from trusts is taxed is essential. The tax treatment depends on the type of trust—whether it is a grantor trust or a nongrantor

Life Events That Impact Your Estate Plan Your estate plan is designed to reflect your wishes and protect your loved ones, but it’s not a one-and-done process. Major life events—like marriage, divorce, the birth of a...