Jun 23, 2026 | Insights
The tax rules around estate planning differ for single individuals and married couples. Married couples can transfer assets to each other at death without incurring federal estate tax, and they may also be able to use each other’s unused estate tax exemption. If you...
Jan 6, 2026 | Insights
Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan checkup. Don’t Have an Estate Plan? If you don’t already have an estate plan, then getting one in place should be at the top of your...
Dec 23, 2025 | Insights
How to Apply for a Homestead Exemption In states where filing for an exemption is required, homeowners must generally do all of the following: Visit the local or county tax assessor’s office or website Complete the homestead exemption application Provide proof of...
Dec 21, 2025 | Insights
The United States imposes a federal estate tax at death, which is based on the total value of the deceased person’s estate (everything a person owns at the time of their death) and is paid from the estate itself. In addition to the federal estate tax, some states...
Dec 16, 2025 | Insights
The term homestead may seem like a throwback to pioneer days, but homestead exemption laws are directly relevant to today’s estate planning and can play a valuable role in a modern plan. Almost every state has some form of homestead exemption law primarily focused on...
