In 2025, the gift tax limit is $19,000 per recipient, but Connecticut adds its own unique twist. Learn how to avoid costly ...

Succession and legacy planning goes beyond drafting a will; it involves creating a strategic framework for transferring your ...

Clients often say to me, “what does that word mean?” I always welcome those questions because the client really needs to know ...

If you’re considering moving your assets into a revocable living trust to avoid probate fees, an estate planner could help you sort through the associated costs and benefits.

Discover 10 people who can legally access your bank accounts without your consent and how to protect yourself.

By building flexibility into your estate planning structures from the beginning, you create a framework that can adapt to ...

Answer: Please take the advice you paid for. The trust you have is probably a living trust, a flexible estate-planning device that avoids probate. Living trusts generally allow a smoother, more ...

A revocable living trust is a powerful tool to protect your assets, avoid probate, and maintain privacy. Learn if it’s right ...

Here's a list of real estate transfers in Fond du Lac County from June 30 to July 3, 2025, according to the Wisconsin Department of Revenue.

Living trusts generally allow a smoother, more organized settlement of the estate than other probate-avoidance options.