Trust Our Estate Blog

Introduction Estate planning often revolves around securing a family’s financial future and minimizing tax burdens. However, when high-value assets like family-owned corporations are involved, complex scenarios can arise. One such case, Connelly v. IRS, recently made...

Estate planning is a critical aspect of financial preparation, providing individuals with the means to protect assets, minimize taxes, and ensure the seamless transfer of wealth to future generations. Recent changes in laws, tax codes, and regulatory frameworks have...

Estate planning is often overlooked, leaving loved ones to face legal, financial, and emotional turmoil after a person’s passing. High-profile disputes illustrate the challenges that arise when wills and trusts are either incomplete or absent. These cases highlight...

Vital Role Estate planning has taken on new urgency in 2024, with recent developments highlighting the financial and emotional benefits of preparing for the future. From shifting tax laws to the evolving attitudes of younger generations, understanding these changes...

Estate planning is essential for all families, regardless of income or net worth, as recent events illustrate. Without a structured plan in place, families can face conflicts, unexpected expenses, and the possibility of unintended inheritances. In fact, numerous...

In recent estate planning news, a decline in the number of Americans with wills has raised concerns among financial experts and policymakers. A recent survey by Caring.com reveals that only 32% of Americans currently have a will—down 6% from last year. This trend is...