Estate Planning & Wealth Management

People with assets in an irrevocable trust may want to update their estate plan to account for the IRS closing a popular capital gains tax loophole, effective March 2023, regarding the step-up in basis. What is a "step-up in basis?" The term refers to an irrevocable...

If your marital status changed or you’ve experienced another major life event, it’s important to consider the impact on your estate plan. The irony is that after taking the considerable amount of time and effort to put together a solid estate plan, most people don’t...