5 min read
Donor-Advised Funds and DAF Day 2026: Lower Your Tax Bill and Make a Positive Impact
Donor-advised funds, also known as DAFs, are a popular way for caring and generous individuals to support nonprofit organizations while reducing...
Estate Planning
4 min read
Do You Need a Community Property Trust? What Couples in Separate Property States Should Know
Legally speaking, there are two different ways married couples can own property. It all depends on where you live. There are: Separate property...
3 min read
Don’t Let Beneficiary Designations Unravel Your Estate Plan
Many people pay for a will or trust and assume their estate planning is done. Unfortunately, without proper beneficiary designations, an estate can...
3 min read
Creating a Trust Isn't Enough: The Importance of Transferring Assets
A trust can prevent a long and costly probate process and make the inheritance process easier for your heirs. Trusts can also maximize the value of...
4 min read
Tax Planning Strategies for Non-Taxable Estates
Through the end of 2025, only estates worth more than $13.61 million are subject to federal estate tax. Under the current law, only a tiny percentage...
4 min read
5 Essential Things to Discuss With Aging Parents
If you have aging loved ones, filling out an advance medical directive and researching care homes are probably not high on your to-do list (or...
4 min read
Estate Planning: How to Avoid Common Pitfalls and Costly Problems
Many Americans don’t have an estate plan because they don't like to think about a time when they will no longer be around. It's understandable, but...
3 min read
How to Talk to Your Family About Your Estate Plan
The “Godfather of Soul,” James Brown, who passed away in 2006, had a noble vision for how he wanted his assets distributed. His will included $2...