Last updated on June 5th, 2026Estate planning is a complex and multifaceted process, so it’s unsurprising that there is often confusion when it comes to estate planning tools such as trusts. Not only are there many different kinds of trusts, but setting up a trust involves extensive legal documentation, ongoing

Last updated on April 28th, 2026In 2026, AI is all around us—even if we’re not always aware of it. Smartphones, search engines, social media, online chatbots, and email platforms all incorporate AI technology to enhance efficiency and personalize user experiences. Almost every industry is adopting AI in some form or

People are often confused about the rules surrounding required minimum distributions (RMDs). This article provides answers to common questions regarding the rules and timelines surrounding RMDs. If you turned 73 in 2025 and own a retirement account, you will likely need to take your first required minimum distribution by April

Revocable living trusts (RLTs) are common in estate planning, and commonly misunderstood. They’re sometimes presented as a clean, all-purpose solution that avoids probate, reduces taxes, and simplifies everything after death. In reality, they’re more nuanced than that. This article isn’t meant to argue for or against revocable living trusts. Instead,

Last updated on February 17th, 2026Recent legislative changes present new opportunities for American parents saving for their children’s future. 2025 saw both the expansion of 529 education savings plans and the creation of “Trump accounts,” a new type of investment account for children. Both of these investment accounts offer parents

Last updated on January 19th, 2026As individuals living in an increasingly online world, a great deal of our personal property today exists in digital form. “Digital assets” range from digital images and documents to online accounts and cryptocurrency. When it comes to estate planning, special considerations must be taken into

Charitable remainder trusts (CRTs) can be an effective means of managing your wealth and achieving your charitable giving goals. Let’s go over the basics of charitable remainder trusts and their potential benefits. What is a charitable remainder trust, and how does it work? A charitable remainder trust (CRT) is a

From the year they turn 73, owners of IRAs must begin to take required minimum distributions (RMDs) annually. An RMD is the minimum amount an individual must withdraw from their IRA each year. These withdrawals increase the IRA holder’s overall taxable income, potentially triggering higher tax rates and impacting the