When planning your estate, it’s important to understand the difference between probate and non-probate assets. Knowing how your assets are classified can help ensure your wishes are carried out smoothly and efficiently—and may even help your loved ones avoid unnecessary delays and expenses.

Here's a breakdown of key provisions in the latest version of Trump's tax bill:

Strategic Roth IRA Conversions: Maximizing Retirement Income While Minimizing Taxes

As Congress prepares to debate whether to extend the 2017 tax cuts set to expire at the end of 2025, it’s worth understanding who currently shoulders the bulk of the federal income tax burden.

Many clients ask us: “What should I do with all my personal and financial documents?”

Here's a helpful guide: