Estate planning and trusts
- Hit Sixty, Plan Seventy: Your Decade-Out Financial Tune-Up
A 60s tune-up: Social Security timing, Medicare and IRMAA, the senior deduction, RMD ages and a calendar to 75.
- Taxes, Trusts, and Giving: The 2026 Year-End Strategy
Ten year-end moves under the 2026 rules: payments, SALT, the new charitable floor, QCDs, gifts and trusts.
- Concentrated Stock Positions: Five Ways to Reduce Risk Without Selling All at Once
Five ways to reduce a concentrated stock position without selling it all at once, and what each one costs.
- Guarding Generational Wealth: Trust Strategies to Keep Family Fortunes Intact
How portability and credit-shelter, QTIP, SLAT and dynasty trusts work under 2026 rules, and what each costs.
- Why Estate Planning Still Matters After the One Big Beautiful Bill Raised the Exemption
What the $15 million exemption doesn’t change: portability, other states, basis at death, Prop 19 and probate.
- Beyond Returns: Comprehensive Risk Assessment with Westlight Wealth
What a comprehensive financial risk review covers, from insurance and taxes to liability, estate and behavior.
- Securing Your Legacy: A Practical Guide to Estate Planning
The core estate documents and how they work: will, living trust, incapacity papers, beneficiary forms and probate.
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