The core building blocks every estate plan needs — wills, essential documents, tax fundamentals, and the tasks families put off until it’s too late. Start here if you’re building a plan from the ground up.
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The Essential Documents You Need Before You Die: A 2026 Checklist
A complete 2026 estate planning documents checklist — wills, powers of attorney, health care directives, insurance and retirement records, and where to actually store them so your family can find them.
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Estate Planning Basics: Wills, Trusts, and Taxes Explained for 2026
A 2026 refresher on the fundamentals: wills, living and testamentary trusts, how the federal estate and gift tax system works now, and why state death taxes can still catch families off guard.
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What the 2026 Estate Tax Exemption Means for Your Family
The 2026 estate tax exemption rises to $15 million per individual under the OBBBA — and it’s now permanent. Here’s what that means for federal and state estate tax exposure, gift tax exclusions, and why estate planning still matters.
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5 Estate Planning Tasks You Shouldn’t Put Off in 2026
A permanent, historically high estate tax exemption doesn’t mean estate planning is optional. Here are five estate planning tasks — from beneficiary designations to powers of attorney — every family should handle regardless of net worth.
PMV Consulting, LLC 