Plain-English reference pieces on the planning questions that come up most. Read them here, or download the PDF to keep.
Estate planning
The foundational documents — will, living trust, powers of attorney — and what goes wrong without each.
Reference
Retirement, IRA, HSA, Social Security, Medicare, and estate/gift thresholds for 2026 — verified against the source documents.
Checklist
Goals, risk, investments, retirement, estate, and giving — a full walkthrough with the 2026 limits attached.
Estate planning
How a GRAT moves future appreciation to the next generation — the §7520 hurdle rate and the mechanics behind it.
Interactive
Interactive: pick your situation (single, married, blended, business owner) and see how your assets would flow — then download that map.
Estate planning
Each spouse creates a trust for the other — using today's exemption while keeping indirect access. How it works.