by Matthew Murillo | Jun 26, 2025 | Estate Planning
For couples in second or later marriages—especially where one spouse brings significantly more wealth into the relationship—estate planning can be, well, delicate. You want to protect your assets, preserve harmony, and avoid triggering unnecessary taxes. The Lifetime...
by Matthew Murillo | Jun 21, 2025 | Estate Planning
You’ve worked hard to build wealth—but if you’re married and don’t plan ahead, the IRS could be one of your largest beneficiaries. The good news? Federal estate tax is often described as a “voluntary” tax—and we tend to agree. With proper strategy, most families can...
by Matthew Murillo | Jun 16, 2025 | Estate Planning
When it comes to estate planning, many people assume they can leave their assets to whomever they choose. And while that’s often true for distant relatives or even your own children—your spouse is a different story. In most U.S. states, you can’t simply disinherit...
by Matthew Murillo | Jun 12, 2025 | Estate Planning
Running a business with your spouse can be deeply rewarding—shared vision, shared success, and complete alignment. But when both your family life and your financial future are tied to the same business, thoughtful planning becomes non-negotiable. For entrepreneurial...
by Matthew Murillo | Jun 5, 2025 | Estate Planning
You’ve finalized your divorce. The decree is signed, the lawyers are done, and you’re finally ready to move forward. But before you close this chapter entirely, there’s one critical step left: revisiting your estate plan. Whether you previously created an estate...
by Matthew Murillo | Jun 1, 2025 | Estate Planning
Marriage brings many things: partnership, shared vision, and inevitably, shared responsibilities. As you build your life together, thoughtful estate planning becomes one of the most powerful ways you can continue protecting your spouse, no matter what the future...
