Estate planning
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Proposed Changes to the Spousal Donations Tax Exemption
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Posted September 2, 2026 by deidre ...

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How to Know When You’ve Actually Reached It
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What does it actually mean to have “enough” — and how do you know when it’s time to stop optimizing and start living? This week’s questions all circle the ...

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The Unsettled Terrain of Digital Assets Succession
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In today’s digital age, our lives extend far beyond the physical realm. The digital footprint we leave behind, encompassing email inboxes, social media ...

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Estate planning for the Tax Cuts and Jobs Act expiration
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The political calculus involved with the details of estate planning next year and beyond may be distracting financial advisors and clients from a larger, ...

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