Will vs. Revocable Living Trust in 2026: The Difference and Which One Your Family Actually Needs
One of the most common questions I hear from families at their first estate planning meeting is a simple one: Do I need a will or a trust? What is actually the difference? It is a reasonable question. And the honest answer for most families is: you need both. But they do completely different jobs,… View Article
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The Estate Tax Exemption Is Now $15 Million in 2026: Does Your Estate Plan Still Make Sense?
On January 1, 2026, the federal estate tax exemption increased to $15 million per person — $30 million for married couples. It is now permanent, with no scheduled expiration. If you read that and thought, ‘that doesn’t affect me — my estate isn’t anywhere near $15 million,’ I want to stop you right there. Because… View Article
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