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Archives September 2026

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2026
September

Estate Planning

Give While You Live: How Smart Giving Can Reduce Future Estate Taxes

Sep 28, 2026 Paul Williams 0 Comment

Learn how gift tax and estate tax rules work in 2026, including the annual exclusion, lifetime exemption, and how smart giving can reduce future estate taxes.

Estate Planning Insurance

How Life Insurance Helps Your Estate Transfer Smoothly: Liquidity, Taxes, and Multi‑Generational Planning

Sep 21, 2026 Paul Williams 0 Comment

Life insurance can provide liquidity for estate taxes and help assets transfer smoothly. Learn how insurance supports multi‑generational estate planning.

Estate Planning

If You’re Unable to Act, Who Steps In? The Role of Power of Attorney in Your Estate Plan

Sep 14, 2026 Paul Williams 0 Comment

A Power of Attorney determines who can act for you if you can’t. Learn how POAs work, why they matter, and how to integrate them into your estate plan.

Estate Planning

Who Really Inherits Your Accounts When You Die? Understanding Beneficiary Designations in Your Estate Plan

Sep 7, 2026 Paul Williams 0 Comment

Learn how beneficiary designations determine who inherits your accounts, why they override your will, and how to manage them within your estate plan.

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Latest Insights

How to Choose the Right Health Insurance Plan During Open Enrollment
HSA vs FSA: Which One Should You Choose for 2027?
Give While You Live: How Smart Giving Can Reduce Future Estate Taxes
How Life Insurance Helps Your Estate Transfer Smoothly: Liquidity, Taxes, and Multi‑Generational Planning
If You’re Unable to Act, Who Steps In? The Role of Power of Attorney in Your Estate Plan

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Dominion Financial Advisors, LLC, is a registered investment adviser with the state of Texas and may only transact business with residents of Texas AND residents of other states where we are legally permitted, subject to exemptions or exclusions from registration requirements. (This applies to most states, subject to local requirements.) Registration with the state securities authority does not imply a certain level of skill or training. More...