If you or your family members hold crypto assets, there's a critical change coming up that you may want to act on by December 31, 2024. Let's break down what's changing and what you need to do, if you want to qualify for safe harbor protections related to the basis of your crypto assets.

For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy. Whether you want to establish a scholarship fund, support medical research, or help your local community, thoughtful charitable planning can maximize your impact while potentially providing tax benefits for your heirs.

In this second installment of a two-part Q & A series, I’ll break down the key differences between your primary Estate Planning options and explore practical ways to ensure your family is protected, no matter what the future holds.

Understanding how accounts are titled and who has access to them isn't just about convenience—it is about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this?