Protect your loved ones and secure their future in 2025 with these five essential estate planning steps. From getting financially organized to creating a meaningful legacy, this guide breaks down how to minimize taxes, plan your final wishes, and ensure your family avoids unnecessary stress and conflict. Don’t wait—start building peace of mind today.

If you are considering converting to a Roth IRA, now may be a good time to do so, as tax rates are currently low and markets have come down from their previous highs. You will need to act quickly, as the deadline for converting for 2024 is December 31.

Your home is likely your family’s most valuable asset, making proper estate planning essential to ensure it passes efficiently and securely to your heirs. Including your home in a trust is often the smartest choice, offering numerous advantages over other planning strategies. In this blog, we’ll explore how trusts work and why they’re a key tool for protecting your home. Consult us, your Personal Family Lawyer®, to determine the best approach for your unique circumstances.