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Why Estate Planning is Still Crucial for Single or Childless People

When people think about estate planning, they often envision a married couple with children, dividing assets, and ensuring their family’s financial future. However, estate planning is just as important, if not more so, for single or childless individuals. Estate planning isn’t solely about providing for a spouse or children; it’s about protecting yourself, your assets, […]

The Estate Tax Trap & How to Avoid it

How Owning Property in Multiple States Can Complicate Your Legacy For many Americans, wealth-building includes real estate in multiple states, like a vacation home in Colorado, a rental in Florida, or inherited farmland in Missouri. These properties can enrich your portfolio, but when estate planning comes into play, out-of-state ownership can bring unexpected challenges, especially […]

Understanding the Estate Tax Exemption in 2025

The estate tax exemption is a crucial factor in estate planning, determining the amount of wealth an individual can pass to their heirs without incurring federal estate taxes. As of 2025, the federal estate tax exemption is approximately $13.99 million per individual and $28 million for married couples, reflecting inflation adjustments. This exemption shields a […]

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