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Recent News & Tips

By Brady Ramsay
•
September 4, 2025
When planning your estate, one of the smartest strategies you can adopt is to minimize or avoid probate. Probate is a legal procedure in which a court establishes the validity of your will, determines the value of your estate, resolves … Continue reading →
The post Estate Planning Tips: 4 Reasons Why Avoiding Probate Is a Smart Move appeared first on Ramsay and Associates.

By Brady Ramsay
•
August 5, 2025
As the use of digital assets like cryptocurrencies continues to grow, so does the IRS’s scrutiny of how taxpayers report these transactions on their federal income tax returns. The IRS has flagged this area as a key focus. To … Continue reading →
The post Reporting Digital Assets: What You Need to Know appeared first on Ramsay and Associates.

By Brady Ramsay
•
July 8, 2025
It’s not uncommon for an estate plan to contain multiple trusts. They can enable you to hold assets for and transfer them to beneficiaries, avoid probate, and possibly reduce estate tax exposure. When drafting a trust, you must appoint a … Continue reading →
The post Why Choosing the Right Trustee Matters appeared first on Ramsay and Associates.
