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What Is the Estate Tax—and Why Should Your Family Care?
The federal estate tax is not just for the ultra wealthy - it can affect business owners, real estate investors, and families with substantial or highly appreciated assets.

Adela T. Iturregui
Jun 22 min read
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Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...
Adela Iturregui
Feb 144 min read
17 views
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Estate Planning Lessons from Matthew Perry: How Trusts Can Protect Your Legacy
In this article, we’ll uncover what Perry's approach to estate planning teaches us about protecting our assets. You don’t have to be a celeb
Adela Iturregui
Oct 27, 20244 min read
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Urgent Update: Kamala Harris Pushes for Game-Changing Estate Tax Overhaul—What You Must Know Before 2025!
These are some of the proposed tax law changes for January 2025.
Adela Iturregui
Aug 25, 20243 min read
34 views
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Winning an Olympic Medal? Don't Forget the IRS!
Bringing home a medal means bringing the IRS a win.
Adela Iturregui
Aug 19, 20242 min read
10 views
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Lessons from Tony Bennet's Estate Battles
Tony Bennett’s estate has become the center of a legal dispute involving his children, Antonia and Johanna Bennett, who have filed a...
Adela Iturregui
Aug 3, 20242 min read
22 views
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Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.
Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...
Adela Iturregui
Mar 13, 20244 min read
21 views
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Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and...
Adela Iturregui
Dec 28, 20234 min read
60 views
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Estate Planning for Special Needs Beneficiaries
Estate planning is a vital aspect of securing your family's financial future and ensuring that your loved ones are cared for when you're...
Adela Iturregui
Oct 8, 20232 min read
15 views
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Glamour and Protection: Unveiling the Magic of Hybrid DAPTs
Hello, fabulous readers! It's Attorney Barbie, your stylish legal guru, and today I'm beyond excited to introduce you to the glamorous...
Adela Iturregui
Aug 6, 20233 min read
13 views
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Barbie's Glam-tastic Guide to Protecting Your Assets: Introducing Domestic Asset Protection Trusts
Hey, fabulous friends! It's Barbie here, your go-to gal for all things chic and fabulous. Today, I'm spilling the tea on how to keep your...
Adela Iturregui
Aug 6, 20232 min read
19 views
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