News & Insights

Owning assets with your adult child as “joint tenants with right of survivorship” may seem like a simple way to streamline

Beginning in 2026, individuals who itemize deductions and donate

If your business has employees or uses independent contractors

For many, the primary reason for creating an estate plan is to ensure their assets are passed

You likely have a lot of things to do between now and the end of the year, such as holiday shopping, donating to your favorite charities 

Just because it’s December doesn’t mean it’s too late to reduce
your 2025 tax liability. Consider implementing one or

Whether you’re selling your business or acquiring another company, the tax consequences can have a major impact on the transaction’s success 

As the year draws to a close, it’s a great time to revisit your gifting strategy — especially if you want to transfer wealth efficiently

A qualified terminable interest property (QTIP) trust can be a valuable estate planning tool if you have a blended family.