Posts in 2025

May 14 Uncertainty is in the Air – But Your Estate Plan Shouldn’t Be

Feeling unsettled and uncertain? You are not alone. Many Americans are concerned over ongoing talks about federal reforms, ...

May 07 Case Study: Guiding a Blended Family Coping with a Loss with Care and Expertise

Situation Decedent was a life-long resident of Lower Merion Township, Montgomery County, PA who died after suffering from a ...

Feb 24 Key Estate Planning Insights for 2025

As we transition into 2025, it's evident that estate planning remains a critical yet often overlooked aspect of financial ...

Feb 17 Top Estate Planning Mistakes to Avoid in 2025, A Comprehensive Guide for Clients and Advisors

Estate planning remains one of the most important yet frequently mishandled aspects of financial and legal preparation. As we are ...

Feb 14 Understanding the Spousal Elective Share: This is What Happens to Inheritance

You might assume that as the surviving spouse, you’ll automatically inherit most or all of your spouse’s assets. However, the ...

Jan 09 Why Transgender Americans Are Prioritizing Estate Planning Before the Upcoming Inauguration

As the inauguration of President Donald Trump for a second term approaches, many transgender Americans are taking proactive steps ...