Family Wealth and Estate Planning Articles
What Are Trump Accounts?
Posted by Amanda Ornowski on April 28, 2026
The One Big Beautiful Bill (OBBB), enacted on July 4, 2025, introduced a new type of individual retirement account specifically designed for children under the age of 18.
More Than Just 0s and 1s: Accounting for Digital Assets in Your Estate Plan
Posted by Isabella Newman on April 16, 2026
As our lives become increasingly digital, estate planning must evolve to keep pace. Here are answers to a few common questions about estate planning for your digital assets.
Use a CRT and a WRT in Tandem to Achieve Two Estate Planning Goals
Posted by Robert Ingrasci on April 09, 2026
Pairing a charitable remainder trust and a wealth replacement trust can help you achieve two estate planning goals: philanthropy and leaving a legacy.
Accounting for Intellectual Property in Your Estate Plan
Posted by Cheryl A. Jankowski on March 20, 2026
If during your lifetime you’ve invented something and had it patented or created a copyrighted work, your estate may include intellectual property (IP). This can be a valuable intangible asset that your estate plan must address.
Your Health Savings Account and Your Estate Plan: What You Need to Know
Posted by D’Marie Kleeman on March 11, 2026
A Health Savings Account (HSA) is a tax-efficient way to fund health care costs during your life while helping build more assets for your heirs. But careful planning is critical, especially when it comes to the HSA beneficiary designation.
April 15 Isn’t Only the Income Tax Return Filing Deadline, It’s Also the Gift Tax Return Filing Deadline
Posted by Amanda Ornowski on March 02, 2026
Many people are surprised to learn that they can be required to file a federal gift tax return even when no gift tax is owed. Here are the rules.
Play It Smart By Naming Co-Executors
Posted by Robert Ingrasci on February 24, 2026
Naming a trusted family member as executor may be a natural choice, but it may not be the best one. Here’s why naming a professional advisor as a co-executor is often a better option.
Are You and Your Spouse Considering Splitting Gifts?
Posted by Amanda Wojtkowski on January 27, 2026
Gift-splitting can be a valuable estate planning tool, allowing spouses to maximize the amount of wealth they can transfer tax-free.
Leverage Your Gift Tax Annual Exclusion Using a Crummey Trust
Posted by Robert Ingrasci on January 21, 2026
A Crummey trust provides a key tax benefit of an outright gift without some of the downsides. Gifts to the trust qualify for the gift tax annual exclusion, but unlike with an outright gift, you still determine, through the trust terms, how the assets will be managed and when they’ll ultimately be distributed to beneficiaries. Does a Crummey trust align with your broader financial and estate plan goals?
How USPS Postmark Updates May Affect Mail Deadlines in 2026
Posted by Amanda Wojtkowski on January 15, 2026
Under the "Delivering for America" plan, the USPS has clarified that postmarks added to mail do not reflect a mailing date, they reflect a processing date. This has implications for the way time-sensitive mail, including tax return and tax payments, is received by federal agencies.