Before You Pack Your Bags: A Quick Estate Plan Check for a Stress-Free Summer
Sunscreen? Check. Snacks for the road? Check. Estate plan in order? Okay, hear us out. We know estate planning is not exactly what comes to mind when you are dreaming about beach chairs and poolside drinks, but a quick review before you head out the door can save a lot of headaches down the road, and more importantly, it means you can actually unplug and relax knowing everything is taken care of. Think of it as the grown-up version of turning off the stove before you leave. T
Apr 14
New USPS Rule: Be Careful When the Postmark Matters
Important Update Effective December 24, 2025 Many people assume that the date stamped on a piece of mail—the postmark —is the same date the U.S. Postal Service actually received the item. As of late 2025, the USPS has clarified that this is not always the case , and the distinction can matter when legal or tax deadlines are involved. The New USPS Rule On November 24, 2025 , the U.S. Postal Service adopted a new final rule (39 C.F.R. Part 111), effective December 24, 2025 , in
Jan 26
2026 Estate & Gift Tax Changes: What You Should Know Before Planning Ahead
The IRS recently announced some important updates that will affect estate planning going into 2026. On October 9, 2025, the IRS released Revenue Procedure 2025-32 , which outlines new inflation-adjusted tax numbers for the coming year. While these tax announcements don’t usually make headlines, they matter when it comes to protecting what you’ve worked so hard to build. Starting January 1, 2026, the estate, gift, and generation-skipping transfer tax exemption will increase to
Dec 3, 2025