Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners

More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Data indicate that cultural norms regarding...

5 Things Advisors Should Know When Guiding New Parents About Wills

For many clients, becoming a parent brings tremendous joy—along with new responsibilities and a deeper sense of planning for the future. It’s also often the first time they begin thinking seriously about what would happen if they were no longer here to care for their...

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...