Fall- a season for change…

On July 4th, 2025, The One Big Beautiful Bill Act (OBBBA) was signed into law by President Trump. The bill makes several changes to the tax code set to take effect next year, which have meaningful implications for estate planning. The following are some effects of the...

June Jargon

If something happened to you tomorrow, would your family know where to find your estate plan? One simple but often overlooked step is making sure your estate planning binder is stored in a safeplace—and that your named Trustee (or Executor) knows exactly where to find...

May Memo

If you’ve recently purchased or inherited farmland—or plan to—there’s a little-known tax opportunity that you should know about: U.S. tax law (§180), you may be able to deduct the value of residual soil fertility (leftover nutrients like nitrogen, phosphorus, and...