The One Big Beautiful Bill made headlines for increasing the federal estate tax exemption to $15 million per person. But that's not the change trust owners should be watching. Buried deep in the legislation is a little-known deduction limitation that tax professionals warn could result in unexpected double taxation for certain family trusts, including some special needs trusts with assets of just $400,000. If you have a trust, here's what you need to know now and why it's worth reviewing your plan. Read more…

Whether you had an estate plan before your marriage or never got around to creating one, your divorce changed the landscape completely. The divorce agreement may have addressed custody, parenting schedules, and dividing assets. What it likely didn't address is what happens to your children, your money, and the people making decisions if you're no longer here. For divorced and separated fathers, that's one of the biggest planning gaps I see and it exists far more often than people realize. Here's what actually needs to be reviewed and updated. Read more…

Father's Day is about more than being there for your family today. It's also about making sure they're protected tomorrow. The dads who've done right by their families aren't just the ones who showed up every day, they're the ones who made a plan for the people they love most. If you haven't answered the questions that matter most, now is the time. Read more…

Father’s Day isn’t just about grilling, dad jokes, and who gets control of the remote—it’s also a reminder that being a great dad means thinking beyond today.

It’s about protecting what matters most: your legacy, your people, your plan. 

Because the best gift you can give your family? A future that’s clear, secure, and free from courtroom chaos.

Ready to make sure your future’s as buttoned-up as your dad’s favorite tucked-in polo? Read more.