Insights
Estate, Wealth & Succession Planning
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March 3, 2025
Act Now or Pay Later? Will Congress Extend the Higher Estate Tax Exemption Before 2026?
The increased estate and gift tax exemption is set to expire in less than a year, and the window for proactive planning is closing quickly.
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February 19, 2025
Death Tax Repeal Bills Introduced in Congress: A Legislative Showdown Looms
Introduction New legislation to repeal the federal estate tax, often referred to as the “death tax,” has been introduced in Congress. Senator John Thune (R-SD) …
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February 11, 2025
Protecting Your Family’s Legacy: Estate Planning in Columbus’ Booming Economy
Columbus' growth has raised property values, boosted housing demand, and accelerated development, increasing risks for property owners.
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February 6, 2025
Wendy Williams’ Conservatorship Battle: A Cautionary Tale on Estate Planning
Wendy Williams’ ongoing legal battle over her financial conservatorship has reignited debate on the complexities of incapacity planning.
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January 16, 2025
Act Now or Pay Later? Estate Planning Strategies Before the 2025 Tax Sunset
Individuals and families should review their estate plans and strategize now to minimize tax exposure before the 2025 tax sunsets.
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January 3, 2025
Escaping the Sunset? Not So Fast: Fate of the TCJA Estate Exemptions Remains Uncertain
It may take just 3 Republicans in the U.S. House to defeat a new Tax Cuts and Job Act (TCJA) extension.
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December 18, 2024
Utilizing the QTIP Trust: How A Trust Can Save Your Blended Family
A QTIP trust is an estate planning tool that supports a spouse while preserving assets for children, easing blended family conflicts.
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December 11, 2024
Privacy Protection in Estate Planning: The ABCs of Maximizing Confidentiality
Protecting the privacy of your estate plan is crucial. Here are the ABCs of maintaining its confidentiality.
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November 18, 2024
What the 2024 Election Means for Estate Planning and the TCJA Sunset
Since the November election results, it now seems likely that the President and Congress will once again step in to avoid the TJCA sunset.
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November 1, 2024
LGBTQ+ Estate Planning: 5 Actions You Should Take Right Now
Here are five practical steps LGBTQ+ families can take to help ensure your estate plans are secure and your wishes are protected.
