Sudden Wealth: The Calm First 90 Days After an Inheritance or Windfall
An inheritance or windfall arrives with pressure and grief. See why the first move is to slow down – pause, protect, and plan before you invest.
Estate Planning
Does the New $15 Million Exemption Mean You Can Ignore Estate Planning?
The exemption decides whether you owe estate tax – not whether your plan works. See what still needs attention even if your estate is under $15 million.
The Permanent $15 Million Exemption: What the New Estate Tax Law Means for Your Plan
The estate tax exemption did not fall in 2026 – it rose to $15M per person, permanently. See what the new law means for your plan, and why review still matters.
A $3.6 Million IRA and the Ten-Year Window: An Illustrative Roth Conversion Case Study
A hypothetical case study: how a measured Roth conversion turned a $3.6M IRA’s forced-distribution tax into a far larger tax-free legacy. Illustrative.
The Ten-Year Clock: How a Roth Conversion Changes What Your Heirs Actually Keep
The SECURE Act’s ten-year rule can tax an inherited IRA at your heirs’ highest rate. Part Two of a three-part series looks at how a Roth conversion changes what your children actually keep.