The Advisor’s Estate Planning Challenge: Test Your Knowledge!

In 2025, what is the total amount of money and property that a person can gift during their lifetime and leave at their death (other than to their spouse) without owing any federal estate tax? $5 million $15 million $13.99 million as much as you want The correct...

Plan Smart, Live More: Test Your Estate Planning IQ!

In 2025, what is the total amount of money and property you can gift during your lifetime and leave at your death to your loved ones (other than to your spouse) without owing federal estate tax? $5 million $15 million $13.99 million as much as you want The correct...

Estate Planning Truths: Debunking Common Misconceptions

Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and their legacy. From who can make decisions for you to whether you need an estate plan, common myths can stand between you and...