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The SALT Deduction and Real Estate Clients

Tax Planning Under the Big Beautiful Bill: What Changed?

The SALT Deduction Is Back—Here’s Why That Matters

What the Big Beautiful Bill Means for Your Estate Plan

Your Grown-Up Checklist: 5 Legal Documents Every Family Needs Before Summer Starts

New California Laws in 2025: What You Need to Know for Your Estate, Business, and Family

How to Avoid Social Security Scams: Protecting Yourself from Fraudsters

Did Matthew Perry get his estate planning right? The answer might surprise you.

The Social Security Fairness Act: Will It Affect You?

Start the Year with Strategic Tax Planning for Your Estate

Handling a Loved One’s Debts After They Die

Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?

Beyond Algorithms: The Irreplaceable Value of Human Touch in Estate Planning

Protecting Your Digital Assets: Estate Planning and Avoiding Holiday Scams

Is it Time to Let Go of Those Old Documents? 

Add An Estate Plan to Your Christmas List 

Recognizing and Supporting Family Caregivers in Estate Planning

Gratitude and Legacy: Giving Thanks Through Estate Planning

Year-End Estate Planning: Key Steps to Protect Your Family and Assets

How to Discuss Your Estate Plan with Your Family During the Holidays

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