Estate Planning in 2026: Why Reviewing Your Plan Matters If you haven’t already considered it, now is an ideal time to think seriously about creating or reviewing...
Are Marital Deductions Still Unlimited? Yes — but only if both spouses are U.S. citizens (or certain trust requirements are met). In the United States, spouses...
December 2025 Margaret’s Notes Happy Holidays As I write this on a Sunday morning in the midst of finishing decorating the house, buying Christmas gifts, having company...
Avoid Family Feuds This Holiday Losing a loved one is one of life’s most painful experiences. It brings waves of grief, reflection, and remembrance. But sometimes, what...
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