In The News

How IRS Layoffs May Affect Your Taxes and Estate Planning

As the Internal Revenue Service (IRS) faces workforce reductions under the Trump administration, experts say the cuts could strain the agency's capacity to fulfill its primary functions.

Charitable Remainder Trusts: "Test-Drive" Charitable Giving

Charitable remainder trusts (CRTs) allow donors to provide for themselves and their loved ones while supporting a charity, offering the opportunity to "test-drive" a charity before making a long-term commitment.

How Estate Plans Can Help Family Members Avoid Legal Battles

There are so many ways that family problems can become legal problems when a loved one needs end-of-life care or passes away, leaving an inheritance.

What Is a Last Will and Testament, and Do I Need One?

Although a will is one of the most common estate planning tools available, many are often unsure of what it is or what it does. Learn more about why you should have one.