Estate Planning

Videos

Estate Planning Basics

Common Questions on Estate Planning

Lifetime Gifting

Differences Between Revocable and Irrevocable Trusts

Gifting to Children Under Age 18

How to Structure a Family Loan

Proactive Conversations That Lead to Successful Wealth Transfer

Plan for Your Child with Special Needs with a Trust

Estate Planning for Under $5M Net Worth

What You Need to Know About Spousal Lifetime Access Trusts (SLATs)

Protecting Your Family With Estate Planning

Pros and Cons of Gifting Your Home While Living

Financial Independence and Legacy Planning Through Lifetime Gifting

Maximizing Lifetime Gift Limits Before the 2026 Shift

Estate Planning

Podcast Episodes

Estate Attorney David DelFiandra: Having Tough Conversations Now Will Save Millions in The Future

Maximizing Impact and Tax Benefits: Charitable Giving for High Earners

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