In 2026, the estate and gift lifetime exemptions get cut 50% or more to less than $7 million for singles (they fall from as much as $28 million to less than $14 million for couples).
Here are some common solutions for planning related to estate, gift, and generation-skipping transfer tax, major liquidity events, state income taxation, and estate planning for single individuals.
Learn how trusts can protect your heirs’ inheritance from creditors and safeguard your family’s financial future.
I recently had the opportunity to speak with CNBC journalist Judy Lagrou about estate planning topics. She was wonderfully kind and I enjoyed my conversation
Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
Create an estate plan before a health crisis to ensure that your wishes are respected and reduce stress for your loved ones.
Learn more about the personal-finance aspects of pet insurance and pet estate planning.
Prenuptial agreements are becoming more popular as couples seek financial clarity and protection. They help manage assets and debts and reduce conflicts, ensuring a stable future.
Given the massive $84 trillion wealth transfer already underway, it’s best to know all the details before making any big financial legacy moves.
Remember, even ‘Superman’ Christopher Reeve didn’t think he would fall off a horse, and it changed his life forever. Always be prepared.
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