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7 Questions Every Investor Should Ask Their Advisor This Spring
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7 Questions Every Investor Should Ask Their Advisor This Spring Most portfolio reviews go like this: your advisor walks through performance, you nod, you sign something, you leave. An hour gone, nothing changed. That’s a missed opportunity, especially this year. The S&P 500’s top 10 stocks now make up roughly 41% of the index, more than double…
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7 Estate Planning Mistakes Tearing Families Apart Right Now
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7 Estate Planning Mistakes Tearing Families Apart Right Now Madison Partners A woman in Texas sued her father’s former employer after his retirement plan paid $400,000 to his ex-wife the beneficiary he’d named decades earlier and never updated. She lost. The case went all the way to the Supreme Court, and the ruling was unanimous: the plan…
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9 States Where a $4M Estate Still Owes Death Taxes in 2026
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9 States Where a $4M Estate Still Owes Death Taxes in 2026 Madison Partners | April 2026 | 8 min Read The federal estate tax exemption just climbed to $15 million per person in 2026, a historic high. So if you have a $4 million estate, you’re safe, right? Not necessarily. Twelve states and the…
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7 Estate Plan Clauses Made Obsolete by the 2026 Tax Law
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7 Estate Plan Clauses Made Obsolete by the 2026 Tax Law If your trust was drafted any time between 2012 and mid-2025, parts of it are probably doing the opposite of what you intended. That’s not a drafting mistake. Your attorney did the right thing at the time. But the One Big Beautiful Bill Act,…
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5 Estate Planning Considerations
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Creating a comprehensive estate plan is a key step in ensuring your wishes are honored and your loved ones are cared for after you’re gone. Picture two families trying to find their way forward after losing a loved one. For the first family, Sarah’s father had a clear and up-to-date estate plan. His will outlined…
Estate Planning & Wealth Transfer
