Gordon Ramsay’s Bold Legacy Choice
Gordon Ramsay, the world-renowned chef and restaurateur, has taken an unconventional approach to his legacy: he’s chosen not to leave his fortune to his five children. While surprising to some, …
Estate Planning Without An Inheritance
Only 25% of Americans plan to leave an inheritance to their children. You work hard for your money, and it’s your choice how you want it handled. But even if …
Updates to the 2025 Estate Gift Tax Limits
There are two taxes that will specifically affect estate planning that you should be aware of: estate taxes and gift taxes. The IRS regulations for these two types of taxes …
Don’t Let Uncertainty Creep In – Plan for the Unexpected
This Halloween, let’s talk about the scariest thing of all—uncertainty. Life is full of unexpected twists, and while we can’t predict the future, we can certainly prepare for it. Without …
Honoring Your Wishes Through Estate Planning
It is really important that you choose estate planning agents and trustees who will honor your wishes, and if they won’t, then they might not be the best decision. If …
Don’t Let Your Family Be Tricked – Secure Your Plan Today
What’s scarier than a haunted house on Halloween? A family left to navigate life without a plan in place. As the pumpkins glow and spooky decorations go up, it’s easy …
Senator Dianne Feinstein’s Legacy Lives On
A year after the passing of Senator Dianne Feinstein, many of her treasured belongings—fine jewelry, paintings, and political mementos—are now available for public viewing and purchase. Thanks to her carefully …
Life Changes and Estate Planning
If you have had significant life changes in the past 10 years (and really, who among us hasn’t?), then your estate plan should be updated to reflect those changes and …
Honoring a Hurricane Hunter’s Final Wish
In an extraordinary tribute, the ashes of Peter Dodge, a respected NOAA Hurricane Hunter, were released into the eye of Hurricane Milton last Tuesday. As a dedicated meteorologist, Peter spent …
Enhance Your Charitable Giving with Donor Advised Funds
What are Donor Advised Funds (DAFs)? Donor Advised Funds are a unique and effective charitable giving vehicle that allows you to make tax-deductible contributions to a public charity or community …