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GENERAL INFORMATION
Educational Articles and Free Planning Resources
What are Medicaid Asset Protection Trusts (MAPTs) and What are the Alternatives?
What is a MAPT? Are their alternatives that will accomplish my goals and avoid potential complications?
6 min read
Free Tools for Clients
Free tools to help you better understand the basics of estate planning, like different plan types, who should fulfill certain roles, and how the documents work together within a Trust-Based Estate Plan.
1 min read
2026 Important Tax & Estate Planning Numbers You Need to Know
Changes in tax law and planning thresholds can significantly impact your estate plan, gifting strategies, and overall financial picture. The 2026 important numbers outline updated tax brackets, deduction limits, retirement contribution thresholds, and estate and gift tax exclusions. Keeping these figures in mind allows you to proactively adjust your plan and take advantage of opportunities to preserve and transfer wealth efficiently.
3 min read
FAQs on Beneficiaries, Charitable Gifts, and Your "Stuff"
What is going to happen to "my stuff"? What are beneficiary restrictions and designations? Where do I leave gifts to charities and individuals? What is the difference between specific gifts and personal property?
7 min read
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