Stay Informed With Our Estate Planning Insights
Spring is a time for fresh starts—and that includes your estate plan. While many people focus on drafting a will or trust, estate planning isn’t a one-time event
Apr 17, 2025
by Family Estate Planning Law Group
Saying “I Love You” Through Estate Planning
February is the month of love. On our blog, there are a few ways you can express your love for others in your estate plan.
Feb 16, 2023
Family Estate Planning Law Group
How Do Lifetime Gifting Strategies Work?
Gifting strategies are used to minimize the tax burden on estates and preserve assets, since they promote the transfer of wealth across generations.
Sep 16, 2019
Family Estate Planning Law Group
Should You Make Lifetime Gifts While Living?
If you’ve reached the age where you've accumulated enough wealth to retire on, you may enjoy being generous & seeing the impact your gifts can have.
Jul 15, 2019
Family Estate Planning Law Group
Who Pays Taxes When Mom and Dad Make a Generous Gift?
First, say thank you. Then, learn more about the rules about paying taxes on a financial gift. You can read on our blog post and contact us for help.
Jan 31, 2018
Family Estate Planning Law Group
How to Give to Family With Warm Hands and No Taxes
There are many questions about giving money to children during your lifetime, and most of them concern taxes.
Dec 22, 2017
Family Estate Planning Law Group
How to Make Gifting a Part of Your Holiday Tradition
There are gifts you find under the tree, gifts you exchange at White Elephant parties, and then there are gifts that are part of your estate plan.
Dec 4, 2017
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.
