Yes — your estate plan should include cryptocurrency holdings because digital assets do not transfer automatically without clear access instructions. Without proper planning, your heirs may lose the ability to unlock, control, or inherit your… Should Your Estate Plan Include Cryptocurrency Holdings?
You strengthen your estate plan when you manage debt intentionally, because every liability diminishes what your heirs receive. Debt affects liquidity, forces asset decisions, and influences how quickly your executor can settle your estate. A… Debt Management Tips for Estate Planning Clients
A family limited partnership helps you transfer wealth efficiently, protect core assets, and retain control over management decisions while lowering future tax exposure. It offers clear advantages when structured well, but it also brings legal,… Family Limited Partnerships in Estate Planning: Pros and Cons
You benefit from a major shift in federal estate rules in 2026: the estate tax changes raise the exemption to US$15 million per individual and US$30 million for married couples, allowing a far larger portion… What New Tax Laws Mean for Your Estate: A 2026 Update
Your estate plan may face higher taxes and reduced exemptions once the estate tax sunset takes effect in 2026, unless you take strategic action now. The expiration of the Tax Cuts and Jobs Act (TCJA)… Preparing for the Sunset of Tax Cuts: Will Your Estate Plan Survive