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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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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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Prevent Family Feuds Over Personal Belongings with the Right Plan
Your personal belongings aren’t just "things"; they’re a part of your story, tied to moments, experiences, and connections with your loved o
Adela Iturregui
Oct 20, 20244 min read
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Navigating End-of-Life Decisions: Ensuring Your Wishes Are Respected
Let’s face it: end-of-life decisions are tough, and they often come sooner than we expect. In a society that’s aging faster than we...
Adela Iturregui
Oct 13, 20244 min read
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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
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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
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They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally considered an adult, even though they still have much growing up to do (though they may not think
Adela Iturregui
Jun 19, 20246 min read
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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
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New Legislation Helps with Student Loans and Retirement Savings
When paying off student loans is hard to even consider saving for your retirement. Think again!
Adela Iturregui
Mar 5, 20242 min read
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Foreign Real Property Assets: Challenges and Solutions
Owning real property outside the United States has it's challenges and rewards. Discovery how a US trust and other legal entities can help.
Adela Iturregui
Feb 27, 20242 min read
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This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever. Read more…
Adela Iturregui
Jan 14, 20243 min read
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Aretha Franklin's Couch Handwritten Will
Aretha Franklin is the perfect example of why having an attorney can keep your family out of court and out of conflict. The "I can do...
Adela Iturregui
Jul 21, 20235 min read
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The CTA: Does My Trust Need to Be Disclosed?
Since a Trust can own a business or a share of a business, Trusts are also involved in the Corporate Transparency Act, but under more...
Adela Iturregui
Jun 16, 20232 min read
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