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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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