You signed the papers. You got the fancy binder. You checked that box off your to-do list with a flourish. And then… crickets. That beautifully crafted estate plan? It’s probably collecting dust somewhere—in a drawer, on a shelf, or let’s be honest, buried under a pile of old holiday cards in the garage. You might…
We know—2026 sounds like it’s forever away. But when it comes to your estate plan, the calendar is not your friend. Right now, the federal estate and gift tax exemptions are sky-high. But unless Congress steps in (and when was the last time they did anything quickly?), those exemptions are set to drop like a…
When Hollywood legend Gene Hackman passed away in February 2025 at the age of 95, he left behind more than an impressive film career—he left behind a tangled estate plan. Despite decades of success and ample resources, even someone as iconic as Hackman made a mistake that families across the country can learn from: assuming…
When people think about estate planning, they usually think about wills and trusts—not obscure tax laws. But let us introduce you to one you should care about: the step-up in basis. There’s been talk in Washington about eliminating it, and if that happens? Families could face massive tax bills on inherited property. Like, “sell Grandma’s…
