The Finishing Touches Needed to Make Your Estate Plan Work

February 6, 2026

For a plan to be complete and to increase its odds of success, vital information must be provided to the people who will implement its different components.

Estate Planning

The Tragic Passing of Rob Reiner, and the Ramifications of Crime in Estate Planning

February 4, 2026

When crime intersects with inheritance, estate planning laws step in to prevent unjust outcomes and protect rightful beneficiaries.

Estate Planning

The Key Steps to Ensure Estate Planning Success

February 2, 2026

A successful estate plan is built through thoughtful preparation, clear communication and regular updates over time.

Estate Planning

Understanding the Fiduciary Bond Is Vital for Estate Executors

January 28, 2026

A fiduciary bond ensures that the executor of an estate is accountable and protects beneficiaries against mismanagement of assets.

Estate Planning

Estate Planning for Single Parents Is Critical to Protecting Children

January 26, 2026

Single parents face unique challenges in securing their children’s future, making comprehensive estate planning essential.

Estate Planning

What Happens When Unknown Relatives Claim Inheritances?

January 23, 2026

Surprise heirs are showing up and sowing disorder for people handling their loved ones’ estates.

Estate Planning

What to Do Immediately after a Parent Dies?

January 22, 2026

When a parent passes away, you may need to take on financial and legal responsibilities quickly.

Estate Planning

Equity or Equality: Dividing an Inheritance Among Heirs

January 21, 2026

Dividing an inheritance fairly can be complex; understanding the difference between equity and equality is essential to prevent conflict and preserve family relationships.

Estate Planning

Warren Buffett's Estate Planning Wisdom

January 19, 2026

Even the wealthiest individuals approach estate planning with careful thought and strategy; learning from their approach can help families of all sizes plan effectively.

Estate Planning

Before You Disinherit a Family Member, Talk to Your Estate Planning Attorney

January 16, 2026

Whether you’re a business owner protecting decades of hard work or a parent navigating difficult family dynamics, understanding how to properly exclude someone from your estate is crucial—and far more complicated than simply leaving them out of your will.

Estate Planning

What to Do When Parent Names You Executor of Will

January 14, 2026

Being named executor is an honor. However, it is also a responsibility that requires preparation, organization and clear communication.

Estate Planning

Always Update Estate Plan after Moving to a New State

January 12, 2026

When you cross state lines, your estate plan may no longer work the way you intended, even if nothing in your personal life has changed.

Estate Planning

How Much Should Your Children Know about Your Estate Plan?

January 9, 2026

Just two-thirds of parents age 55 or older with at least $500,000 in investable assets haven’t shared with their grown children what they’ll inherit or if they’ll inherit anything at all, according to a new study.

Estate Planning

Key Estate Planning Techniques to Make the Most of the Great Wealth Transfer

January 7, 2026

The largest intergenerational wealth transfer in American history is underway, with trillions expected to shift from Baby Boomers to their heirs over the coming decades.

Estate Planning

Protecting Aging Parents’ Legacy From Probate Requires Regular Updates

January 5, 2026

A will signed decades ago may no longer reflect today’s family, finances, or long-term goals – leaving your parents’ legacy vulnerable.

Estate Planning

Estate Planning Top Five Mistakes to Avoid

January 2, 2026

With a bit of foresight and professional support, many estate planning hurdles can be ameliorated — or avoided altogether.

Estate Planning

Experts' Opinions on Overhauling Estate Planning in 2026

December 31, 2025

Estate planning professionals agree that the upcoming 2026 changes create an opportunity for thoughtful updates rather than urgent or drastic overhauls.

Estate Planning

Financial Planning Should Be New Year’s Resolution: Five Ways to Get Started

December 29, 2025

A strong financial plan sets the foundation for long-term security, reduced stress and the ability to navigate life’s milestones confidently.

Estate Planning

What Should Be Discussed with an Estate Planning Lawyer?

December 26, 2025

When planning your estate, you need clarity and confidence. Seeking help from an estate planning lawyer can make this process less stressful and more straightforward.

Estate Planning

The Sandwich Generation: Caring for Your Parents, Children and Yourself

December 24, 2025

Balancing the needs of aging parents and dependent children is one of the greatest challenges many adults face. It poses emotional, financial and legal difficulties. However, good planning can help.

Estate Planning

Protecting Immature Heirs and Preserving Your Legacy

December 22, 2025

Building wealth takes decades of hard work. However, proper safeguards can be necessary to prevent it from vanishing in the hands of an unprepared heir.

Estate Planning

Don’t Use a DIY Will If You Want to Protect Your Legacy

December 19, 2025

A handwritten or online will may seem simple. However, one small mistake can undo everything you’ve worked to leave behind.

Estate Planning

Five Steps to Build a Comprehensive Estate Plan

December 17, 2025

A strong estate plan isn’t just about passing down assets — it’s about ensuring stability, protection and clarity for those you love most.

Estate Planning

The Latest Trends in Trust and Estate Planning

December 15, 2025

Estate planning is evolving rapidly, and today’s strategies look far different from those used even a decade ago.

Estate Planning

What Happens When a Parent in a Blended Family Dies

December 12, 2025

Losing a parent is one of the most traumatic things a child can experience.

Estate Planning

Avoid Probate by Using Trusts and a Will

December 10, 2025

Smart estate planning can spare your family the delays, costs and public exposure that come with probate.

Estate Planning

Key Facts About Transferring Assets to Trusts

December 8, 2025

Creating a trust is only the first step — ensuring that your assets are properly transferred into it is what makes your plan work.

Estate Planning

Inheriting the Family Home Can Be Complicated Without an Estate Plan

December 5, 2025

However, counting on an inheritance is a fragile strategy, especially when part of it is wrapped up in a family home.

Estate Planning

Estate Planning for Business Owners: It’s Never Too Early to Start

December 3, 2025

When you’ve built a business from the ground up, your estate plan should reflect that journey. Starting now gives you more control and fewer surprises.

Estate Planning

Estate Planning Basics: Protecting What Matters Most

December 1, 2025

Estate planning isn’t only for the wealthy; it’s for anyone who wants to protect loved ones, ensure that wishes are honored and secure peace of mind.

Estate Planning

There's No Time Like the Present to Create an Estate Plan

November 28, 2025

People often think they can figure out their estate plan later – when they are older, richer, sicker, free from debt and the list goes on.

Estate Planning

Retirees Should Adjust Planning With Four Big Changes in Mind

November 26, 2025

By staying on top of changes in tax law and other changing rules, you can secure a comfortable retirement.

Estate Planning

Expecting an Inheritance? Find Out If Your State has Estate Tax

November 24, 2025

While estate planning often focuses on federal taxes, you also need to be aware of state tax rules to make the most of your legacy.

Estate Planning

Why You Need an Estate Plan and an Estate Planning Attorney

November 21, 2025

If you lose the ability to manage your affairs, someone still needs to pay bills and make medical choices. Without the right documents, a court may end up deciding who takes control.

Estate Planning

Avoiding Probate Is Key to Protecting Your Legacy

November 19, 2025

A few smart title choices and beneficiary forms can move assets to loved ones quickly, privately and with less cost.

Estate Planning

Wills, Trusts, Or Beneficiaries — Which Controls Your Legacy?

November 17, 2025

When documents and account forms do not agree, the institution pays the beneficiary on file, not the person named in your will.

Estate Planning

Letting the Children Figure It Out Is Not an Estate Plan

November 14, 2025

A retired farmer has one child working on the farm, while a second child lives far away. The man thinks he doesn’t need a will because his situation is straightforward, and the children will work things out since they’re smart and respectful. This approach is asking for trouble on many different levels. The article, “If you’re relying on your kids to ‘just figure it out’ after you’re gone, here’s your wake-up call,” appearing in Tri State Alert, explains just how many problems this mindset can create. Even before addressing the distribution of assets, the family may face a long-term care…

Estate Planning

Why Use a Pour-Over Will in Your Estate Plan

November 12, 2025

A pour-over will catches assets that miss your trust, keeping your plan intact and your heirs out of court where possible.

Estate Planning

Don’t Overlook Beneficiary Designations in Estate Planning

November 10, 2025

The names on your accounts can override your will, so accurate designations keep assets moving to the right people without delay.

Estate Planning

Who Inherits the Home if There are No Heirs?

November 7, 2025

Before we pass on, it’s important to make plans to decide where our home will go—otherwise, those plans will be made for us.

Estate Planning

Estate Planning for Single Parents and the Unmarried

November 5, 2025

Single parents and unmarried individuals face unique estate planning challenge.t However, the right preparation can protect children, partners and assets.

Estate Planning

When Promises Don’t Match the Plan: Estate Disputes Between Siblings

November 3, 2025

Verbal promises about inheritances often fail when the written estate plan says otherwise. This disconnect fuels sibling disputes that can fracture families and deplete estates.

Estate Planning

How Beneficiary Designations Can Undo Your Will

October 31, 2025

Similarly, you can avoid leaving a mess behind for your family by being meticulous now about identifying who you want to get your money but also knowing a little about how the process will play out when you’re gone.

Estate Planning

Burial Insurance and Prepaid Funeral Plans: Fitting End-of-Life Planning into Your Estate

October 29, 2025

End-of-life planning ensures peace of mind for both you and your loved ones. Burial insurance and prepaid funeral plans can reduce financial strain and provide clarity during a difficult time.

Estate Planning

Estate Administration vs. Trust Administration: Know the Difference

October 27, 2025

While both estate and trust administration involve settling assets after death, knowing the distinctions is key to effective planning.

Estate Planning

Learn From Aretha Franklin's Estate Planning Mistake

October 24, 2025

Aretha Franklin’s passing revealed one serious flaw in her estate plan; her family couldn’t immediately find the most up to date will.

Estate Planning

Time to File for Probate Is Limited: Start Now

October 22, 2025

Families navigating the aftermath of a loved one’s passing must act quickly. Probate deadlines are strict, and delays can jeopardize the estate’s smooth settlement.

Estate Planning

Choosing a Guardian for Minor Children: What to Know

October 20, 2025

Choosing a guardian is one of the most important estate planning decisions parents make. It ensures that children are cared for by someone trustworthy and aligned with family values if the unexpected happens.

Estate Planning

Preparing an Estate Plan when Children Live in Another State

October 17, 2025

Whether it’s because of work, school or a marriage, it isn’t uncommon for a parent to have children and other loved ones scattered across the United States.

Estate Planning

National Estate Planning Awareness Week: October 20 – 26, 2025

October 15, 2025

National Estate Planning Awareness Week is a timely reminder that estate planning goes beyond managing wealth. With a good estate plan, you can protect your loved ones and preserve your own quality of life.

Estate Planning

Study Shows Beneficiaries Lose Half Their Inheritances; Strengthen Your Legacy with Trusts

October 13, 2025

Research reveals that many beneficiaries fail to hold on to inherited wealth. Estate planning with trusts can help preserve assets, reduce taxes and safeguard a family’s long-term financial security.

Estate Planning

Your Collection Needs to Be Part of Your Estate Plan

October 10, 2025

Your collection of baseball cards, Birkin handbags or aging Bordeaux may deliver hours of pleasure. It’s also an estate planner’s nightmare.

Estate Planning

Avoid These Mistakes to Keep Loved Ones Out of Probate

October 8, 2025

Probate can be a costly, time-consuming process that delays the transfer of assets. Avoiding common estate planning errors can help ensure that your heirs receive their inheritance with minimal hassle.

Estate Planning

The Importance of Relationship-Building for Inherited Wealth

October 6, 2025

Effective wealth transfer is critical to maintaining relationships, values and trust between generations.

Estate Planning

Estate Planning Updates to Make in Early Retirement

October 3, 2025

Most people spend a lot of time planning for the financial side of retirement. However, once retired, there are a few estate planning tasks to do. Your life has likely changed since the first time your estate plan was done, says the article “5 Estate Planning Changes To Make After Retirement” from Go Banking Rates. Get ready for the next phase of your life with an update to your estate plan. This is especially true with the SECURE 2.0 Act measures coming into effect this year. Retirees need to address new rules regarding catch-up contributions, required minimum distributions (RMDs), Roth…

Estate Planning

When Your First Choice of Trustee Declines

October 1, 2025

Even the most trusted family member or friend may decline to serve as trustee. The role can be demanding, involving complex legal responsibilities, financial oversight and ongoing reporting obligations. Some individuals may lack confidence in managing investments or navigating government benefits for people with special needs. Others may be concerned about the time commitment or potential conflicts with other beneficiaries. Understanding the reasons for a refusal can help you adjust your approach. Sometimes the concern is about specific duties, which may be alleviated by offering professional assistance or co-trustee arrangements. In other cases, it may be a firm decision based…

Estate Planning

Here's Your Estate Planning Checklist

September 29, 2025

Estate planning is about envisioning a comprehensive strategy to protect your assets, provide for loved ones and secure your wishes.

Estate Planning

Travelers Need These Estate Planning Documents

September 26, 2025

These aren’t just hypotheticals; they’re avoidable moments of chaos if the right documents are in place.

Estate Planning

What Is a Living Will?

September 24, 2025

Estate planning goes beyond inheritance; a living will is key to maintaining your autonomy in the face of the unexpected.

Estate Planning

I Just Received an Inheritance… What Now?

September 22, 2025

Receiving an inheritance can be both a blessing and a source of stress. Knowing the proper steps to take can help you preserve and grow your newfound assets, while avoiding common pitfalls.

Estate Planning

Your Estate Plan Needs a Refresh

September 19, 2025

Estate planning isn't a one-and-done task—it's an ongoing process that should evolve with your life.

Estate Planning

How to Make Estate Planning Less Overwhelming

September 17, 2025

If you want your loved ones to be cared for after your passing, and be less annoyed than they are sad, then taking some important steps now to make sure your assets are distributed properly is a great idea.

Estate Planning

Estate Planning Ensures That Your Values Endure

September 15, 2025

A well-crafted estate plan can protect your assets, care for loved ones and reflect the principles that guide your life.

Estate Planning

What Is the Purpose of Beneficiary Forms?

September 11, 2025

Outdated beneficiary forms can disrupt estate planning, observers say.

Estate Planning

What Does Decedent Mean?

September 10, 2025

Understanding key legal terms like ‘decedent’ helps families navigate probate and estate matters more confidently.

Estate Planning

British Rock Legend's Carefully Planned Wealth Leaves No One Out

September 8, 2025

Ozzy Osbourne’s thoughtful estate planning shows how advance preparation can preserve family unity, protect wealth, and ensure wishes are honored even in the public eye.

Estate Planning

Estate Planning with Young Children in Mind

September 5, 2025

Estate planning ensures that your children and assets are cared for according to your wishes.

Estate Planning

What to Do When Solo-Agers Need Help Managing Finances

September 3, 2025

Solo agers must plan proactively to stay financially secure and independent.

Estate Planning

Common Estate Planning Mistake: DIY Planning

September 1, 2025

Trying to save money with DIY estate planning can lead to costly legal errors, invalid documents and unintended outcomes for your family.

Estate Planning

The Estate Plan Your State Created for You

August 29, 2025

If you own anything—a home, a car, a savings account, even a pet—you already have an estate plan. The only question is: Did you create it, or will your state do it for you?

Estate Planning

Can a Bank Refuse a Power of Attorney for My Elderly Parent?

August 27, 2025

Financial institutions may deny a valid power of attorney. However, understanding your rights can help prevent costly disruptions in care.

Estate Planning

How to Ensure That Your Inheritance Lasts

August 25, 2025

An inheritance can create security—or disappear quickly without a sound financial plan.

Estate Planning

How Flexible Can an Estate Plan Be?

August 22, 2025

Life rarely follows the script we write.

Estate Planning

Farm Ownership: Inherit It, Marry It, or Co-Own It

August 21, 2025

When it comes to farms, ownership often comes with emotional ties, legal entanglements and high financial stakes.

Estate Planning

Ensuring That Your IRA Beneficiaries Get as Much Money as the Government Will

August 18, 2025

Tax rules around retirement accounts can erode the inheritance your loved ones receive — unless you take steps to protect those funds in advance.

Estate Planning

How to Protect Estate Planning and IRAs when a Parent Remarries

August 15, 2025

A daughter battled her father’s widow for his retirement account.

Estate Planning

Plan Your Estate in Mind for the Surviving Spouse

August 13, 2025

Estate planning should not end with a will—it should account for how your spouse will be protected, supported and guided after you're gone.

Estate Planning

5 Reasons to Avoid Probate Court

August 11, 2025

Probate can tie up assets, create delays and drain estate value—many families benefit from planning around it.

Estate Planning

Why Your Estate Plan Needs Your Cooperation to Succeed

August 8, 2025

Creating a Revocable Living Trust involves two essential phases: drafting the legal document and ‘funding’ the Trust by retitling assets.

Estate Planning

Is My Will Valid If I Move to Another State?

August 6, 2025

Wills don’t automatically become invalid when you move. However, state laws can affect how they’re interpreted or enforced.

Estate Planning

What Happens When You Inherit a House with a Mortgage?

August 4, 2025

Inheriting a home with an outstanding mortgage adds financial and legal responsibilities that heirs must address quickly and carefully.

Estate Planning

Long-Term Care Fits into Your Estate Plan

August 1, 2025

Estate planning for family members who are older or have disabilities extends far beyond financial considerations.

Estate Planning

Estate Planning Mistakes Financial Advisors Make

July 30, 2025

Even trusted financial advisors can overlook key estate planning steps—mistakes that may leave your legacy vulnerable.

Estate Planning

Is My Trust Safe from Lawsuits?

July 28, 2025

Trusts are a powerful estate planning tool. However, they are not always immune to lawsuits—understanding the risks is key to protecting your legacy.

Estate Planning

Estate Planning for High-Risk Occupations

July 25, 2025

For police officers, however, estate planning presents unique challenges and considerations due to the risks inherent in their profession, the need for tailored legal protection, and the complexities surrounding survivor benefits.

Estate Planning

Can You Fund a Trust with Life Insurance?

July 23, 2025

Life insurance is more than a safety net – it can also be a tool to grow and protect wealth when paired with trust planning.

Estate Planning

A Guide to Retiring as a Business Owner

July 21, 2025

Business owners must plan their retirement differently—because exiting the company is both a financial and emotional decision.

Estate Planning

Ensuring That Your Pet is Cared for with Trust Planning

July 18, 2025

For many, pets are family. Planning for their care through a pet trust ensures that they remain protected even after you’re gone.

Estate Planning

Business Plan Creation Checklist for Startups

July 16, 2025

Launching a business without a clear plan is like setting sail without a map—every decision becomes a gamble.

Estate Planning

Will Your Heirs Know How to Access Your Crypto Holdings?

July 14, 2025

Without a clear plan, your cryptocurrency wallet and assets could become permanently inaccessible after your death.

Estate Planning

What Is Gifting in Estate Planning?

July 11, 2025

The Internal Revenue Service (IRS) has its hand out for tax dollars associated with your generosity. However, there are tax-smart loopholes.

Estate Planning

What Is Community Property and Does It Matter for Estate Planning?

July 9, 2025

If you live in a community property state, such as Texas and California, how you and your spouse own assets can affect everything from taxes to inheritance rights.

Estate Planning

When Should Special Needs Planning Start?

July 7, 2025

Special needs planning should begin as early as possible—long before a child reaches adulthood—to ensure lifelong care, financial security and legal protection.

Estate Planning

Planning for the Loss of a Spouse

July 3, 2025

Are you sure that your legal documents and financial accounts reflect the wishes of you and your spouse in terms of benefits and who inherits what?

Estate Planning

Upcoming Wedding? Older Couples Should Consider Premarital Agreement

July 2, 2025

A premarital agreement offers older couples a thoughtful way to protect assets, clarify financial expectations and strengthen trust before saying ‘I do.’

Estate Planning

Fair vs. Equal: How to Leave an Inheritance that Reflects Family’s Needs

June 30, 2025

A truly fair inheritance isn’t always about giving each child the same amount—it’s about making thoughtful decisions that reflect each heir’s situation, role and relationship.

Estate Planning

Who Inherits a 401(k) when No Beneficiary Is Designated?

June 27, 2025

As if losing a parent isn’t hard enough, battling bureaucracy to claim their legacy can feel like a fresh wound.

Estate Planning

Study Identifies Personal Qualities Needed to Start a Business

June 25, 2025

Launching a business requires more than a good idea—it demands resilience, risk tolerance and strategic decision-making, especially in today’s evolving economy.

Estate Planning

Can a Trust Beneficiary Also Serve as Trustee?

June 23, 2025

Serving as both trustee and beneficiary is legal in many cases. However, it requires careful structuring to avoid conflicts, preserve fairness and ensure that the trust’s intent is honored.

Estate Planning

A Guide for the Sandwich Generation to Balance Care and Legal Planning

June 20, 2025

The sandwich generation—adults caring for both aging parents and dependent children—must juggle emotional, financial and legal responsibilities all at once.

Estate Planning

What's the Difference Between Estate and Trust Administration?

June 18, 2025

Though often confused, estate administration and trust administration involve distinct processes for managing and distributing assets after death, with different rules, responsibilities and timelines.

Estate Planning

Review Powers Agent has in Power of Attorney

June 16, 2025

A power of attorney gives someone the authority to act on your behalf. However, understanding the scope and limits of that power is essential to protect your interests.

Estate Planning

What Happens when There’s No Plan for Death

June 13, 2025

Grieving families left confused from coast to coast as assets freeze after loved ones die.

Estate Planning

Talking with the Kids about Finances

June 11, 2025

Honest conversations about money build trust and prepare the next generation for future responsibility, especially when tied to a long-term estate plan.

Estate Planning

Does a Will Take Precedence over Beneficiary Designations?

June 9, 2025

Many people assume a will controls all assets after death—but beneficiary designations often override it entirely.

Estate Planning

Three Top Excuses Heard by Estate Planning Attorneys

June 6, 2025

We all know we’re going to die one day. There are things we should put in order before that time comes.

Estate Planning

What Does an Executor Do?

June 4, 2025

This expert guide presents 11 proven methods to handle estate settlement properly with support from professional advice and tested practices.

Estate Planning

Special Needs Trusts Often Need a Professional Trustee, not a Family Member

June 2, 2025

Managing a special needs trust requires more than good intentions—legal compliance, financial knowledge and long-term commitment often make a professional trustee the right choice.

Estate Planning

Estate Planning Lessons from Celebrities

May 30, 2025

While it can be easy to assume that celebrities would have airtight estate plans, time and time again Hollywood stars have made costly decisions that could have been easily avoided.

Estate Planning

How to Avoid Estate Disputes between Stepchildren

May 28, 2025

Blended families face a higher risk of estate conflicts—clear documents, open communication and thoughtful planning help protect relationships and prevent legal battles.

Estate Planning

Talking with Your Parents About the Stuff You Don’t Want to Inherit

May 26, 2025

Many adult children are silently dreading the moment they inherit a house full of belongings—starting a conversation now can ease future burdens and honor your parents’ wishes.

Estate Planning

Just the Facts on Estate Planning

May 23, 2025

There are many misunderstandings regarding estate planning that cause confusion.

Estate Planning

Gen-Xers and Millennials Focus on Gifting Money Now, Boomers Focus on Saving for Inheritance

May 21, 2025

A generational divide is emerging in estate planning, with younger adults embracing lifetime giving while older generations prioritize preserving wealth for heirs.

Estate Planning

Steps to Avoid Inheritance Issues in Second Marriages

May 19, 2025

Blended families face unique estate planning risks—without clear documents and careful planning, inheritance conflicts between spouses and children are almost inevitable.

Estate Planning

Smart Estate Planning Protects Family and Wealth

May 16, 2025

Estate planning is crucial for protecting family wealth and ensuring financial security.

Estate Planning

Preventing Inheritance Theft

May 14, 2025

Inheritance theft can destroy family trust and strip rightful heirs of what they’re legally entitled to—early planning and oversight are essential to keeping your estate secure.

Estate Planning

Seven Ways to Include a Charity in Your Estate Plan

May 12, 2025

Charitable giving through your estate plan allows you to leave a lasting legacy, support causes you care about and create potential tax benefits for your heirs.

Estate Planning

The Coming ‘Great Wealth Transfer’ and Estate Planning

May 9, 2025

You don’t need a hefty bank balance or massive estate in order to need a will and estate plan.

Estate Planning

Estate Planning for Non-Fungible Tokens (NFTs)

May 7, 2025

As NFTs become part of modern digital wealth, including them in your estate plan is essential to ensure that they’re preserved, valued and passed down securely.

Estate Planning

What Is the Best Way to Pass on My Home?

May 5, 2025

Deciding how to transfer your home to loved ones requires careful planning to minimize taxes, avoid probate and protect your family’s financial future.

Estate Planning

What to Do After Spouse Dies

May 2, 2025

Losing a spouse is an emotional and overwhelming experience. However, taking the right legal and financial steps can help ensure stability during a difficult time.

Estate Planning

Removing a Trustee Due to Incapacity

April 30, 2025

A trustee plays a critical role in managing a trust. However, if they become incapacitated, prompt action is necessary to protect the trust’s assets and beneficiaries.

Estate Planning

Estate Planning for Single Dads

April 28, 2025

Single fathers face unique estate planning challenges. However, proactive legal and financial planning ensures their children’s future security.

Estate Planning

What are the Changes in Estate Planning for 2025?

April 25, 2025

Of course, no one knows exactly what changes, if any, will be enacted until proposals are officially made, votes are tallied, and the president has signed any new tax rules into law.

Estate Planning

What Does a Probate Attorney Do?

April 23, 2025

Probate attorneys help families navigate the legal process of settling a deceased loved one’s estate, ensuring that assets are distributed properly, and disputes are resolved efficiently.

Estate Planning

Tell Designated Representative Where to Access Your Estate Planning Documents

April 21, 2025

An estate plan is only effective if the right people know where to find essential documents when they are needed.

Estate Planning

Optimize Estate Planning and Update Financial Baseline to Secure Your Future

April 18, 2025

Significant benefits throughout the rest of the year can be had if you take some time now to revisit your financial plan and adjust accordingly.

Estate Planning

Who Should I Choose to Be a Guardian for Minor Child?

April 16, 2025

Selecting a guardian for your child is one of the most important decisions you can make to ensure their well-being if something happens to you.

Estate Planning

Make Your Advance Care Plans on National Healthcare Decisions Day

April 14, 2025

National Healthcare Decisions Day on April 16 reminds us that planning for future medical care ensures that your wishes are respected and relieves your loved ones from making difficult choices during a crisis.

Estate Planning

Making Your Own Decisions Through Estate Planning

April 11, 2025

The estate planning and elder law community prioritizes personal autonomy, allowing individuals to make their own choices, including who will manage their care if they become incapacitated.

Estate Planning

Managing a Property After a Loved One’s Death

April 9, 2025

Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.

Estate Planning

Guide to Protecting Your Family During an Emergency

April 7, 2025

Emergencies are unpredictable. However, having a solid plan can keep your loved ones safe and prepared for any situation.

Estate Planning

Pitfalls of Joint Ownership

April 4, 2025

Joint ownership may seem like an easy way to share asset., However, it can create legal, financial and tax complications that could harm you and your heirs.

Estate Planning

Obtaining Power of Attorney for Parents

April 2, 2025

Securing a power of attorney for your aging parents ensures that their financial and healthcare decisions are managed according to their wishes if they become unable to do so themselves.

Estate Planning

Do You Need a Living Trust?

March 31, 2025

A trust can provide financial protection, privacy and flexibility in estate planning. However, it’s not the right estate planning solution for everyone.

Estate Planning

An Estate Plan Can Say, ‘I Love You’ More than Flowers

March 27, 2025

Planning, whether it’s related to creating a special day or evening for someone or their future, is one of the greatest expressions of a person’s love.

Estate Planning

Learn How Special Needs Planning Improves the Lives of People with Developmental Disabilities

March 26, 2025

March is Developmental Disabilities Awareness Month. It’s the right time to learn how special needs planning improves the lives of those with disabilities.

Estate Planning

How an Estate Planning Attorney Can Bridge the Gap Between Generational Wealth

March 24, 2025

Generational wealth is only meaningful if it is preserved and transferred effectively. Estate planning ensures financial stability for future generations.

Estate Planning

What Kind of Trust Helps a Family with Young Children?

March 21, 2025

My trust can also ensure that if I die while my daughter is a minor, my money will meet her needs as she grows up.

Estate Planning

What Does a Special Needs Trust Pay?

March 19, 2025

A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.

Estate Planning

Avoid Retirement Planning Mistakes: Secure Future with Smart Financial Decisions

March 17, 2025

Planning for retirement requires more than just saving money—it demands strategic decisions to ensure financial security and long-term stability.

Estate Planning

Keep Your Life Private with a Trust

March 14, 2025

One of the major benefits of a living trust is that the trust assets bypass the probate process. In most states, this may mean savings in probate costs up to many thousands of dollars.

Estate Planning

Decluttering after Loved One’s Death: A Practical and Emotional Guide

March 12, 2025

Sorting through a loved one’s belongings after their passing is both an emotional and logistical challenge. A thoughtful approach can ease the burden and bring a sense of closure.

Estate Planning

How Divorce Affects an Estate Plan: Key Steps to Update Wills, Trusts and Beneficiary Designations

March 10, 2025

Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.

Estate Planning

Where Should I Keep My Will?

March 5, 2025

Choosing the right storage location for your will ensures that it remains secure, accessible, and legally valid when needed.

Estate Planning

What Beneficiary Expenses Can Be Paid from a Trust?

March 3, 2025

A properly managed trust provides financial support to beneficiaries while protecting assets. However, trustees must ensure that expenses align with the trust’s purpose and legal requirements.

Estate Planning

Don’t Procrastinate on Estate Planning Moves

March 3, 2025

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.

Estate Planning

How to Protect Your Inheritance

February 28, 2025

Got a windfall? Here's how to manage an inheritance responsibly.

Estate Planning

Estate Planning Steps for Retirement

February 26, 2025

Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.

Estate Planning

Should I Limit My Childrens’ Inheritance?

February 24, 2025

Deciding how much to leave your children requires careful planning. Balancing financial security with personal responsibility can help preserve wealth for future generations.

Estate Planning

What are Best Practices for Estate Planning?

February 21, 2025

Create a more effective estate plan and avoid common mistakes by following these seven best practices.

Estate Planning

Inheriting Debt: Managing Debts Left Behind by Deceased Loved One

February 19, 2025

Inheriting debt can create confusion and stress for families. Understanding your responsibilities and options can help you navigate this challenging situation.

Estate Planning

What If a Beneficiary Dies Before Receiving an Inheritance?

February 17, 2025

When a beneficiary dies before receiving their inheritance, estate distribution can become more complicated. Understanding succession rules, will provisions, and probate laws ensures that assets are transferred as intended.

Estate Planning

Probate for Real Estate Held in Multiple States: Out-of-State Property Management

February 14, 2025

Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.

Estate Planning

Estate Planning Strategies for a Family Business

February 12, 2025

Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.

Estate Planning

Coordinating Health Savings Accounts and Estate Planning Goals

February 10, 2025

Health Savings Accounts (HSAs) are a valuable financial tool. However, integrating them into your estate plan requires a thoughtful strategy to maximize benefits and avoid tax pitfalls.

Estate Planning

Why Your Children Need You to Complete Your Estate Planning

February 7, 2025

Between work, carpooling, after-school activities, and random time-consuming obligations that arise in daily life, estate planning can be put on the back burner.

Estate Planning

Estate Planning: How to Secure Your Partner's Future without Marriage

February 3, 2025

Unmarried couples lack automatic legal protections in estate matters, making planning essential. Tools like wills, trusts and healthcare proxies ensure that partners inherit assets, make medical decisions and handle finances.

Estate Planning

Millionaires Aren’t the Only Ones Needing Estate Plans

January 31, 2025

If you ask an expert, they’ll say the ideal time to start your estate-planning journey is when you turn 18—regardless of your wealth, health status, or life path.

Estate Planning

Managing a Parent's Estate After Their Death

January 29, 2025

Navigating the process of managing a parent's estate requires understanding your legal responsibilities and the steps to settle their affairs.

Estate Planning

How to Discuss Estate Planning with Aging Parents and Adult Children

January 27, 2025

Open and honest conversations about estate planning can reduce future stress, prevent conflicts and ensure that everyone’s wishes are respected.

Estate Planning

Can You Make a Will in a Video?

January 24, 2025

Why the written word is still the final word in estate planning.

Estate Planning

How to Locate Missing Assets in Estate Administration

January 22, 2025

Tracking down missing assets is a crucial part of estate administration, ensuring that all property is accounted for and distributed according to the deceased’s wishes.

Estate Planning

The Executor's Checklist: Key Responsibilities and Timelines for Probate

January 22, 2025

Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.

Estate Planning

Estate Planning for Freelancers and the Self-Employed

January 20, 2025

Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.

Estate Planning

What Happens If Aging Parents Won’t Discuss or Are Ill-Informed about Estate Planning?

January 17, 2025

What should you do if your parents have asked you to help manage their estate plan, but they refuse to tell you what their estate plan is—or to answer any of your questions?

Estate Planning

How to Change the Trustee of a Revocable Living Trust

January 13, 2025

A revocable living trust offers flexibility, including the ability to change trustees as circumstances evolve. An estate planning attorney helps ensure a seamless transition, protecting your intentions and safeguarding beneficiaries from potential conflicts.

Estate Planning

If You Want Your Trust to Work, Fund It

January 13, 2025

Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.

Estate Planning

Is Your Estate Plan Ready for 2025?

January 10, 2025

While retirement policy is always in flux, the outlook shaping up for 2025 is particularly dynamic.

Estate Planning

Understanding Your Right to Information After the Death of a Relative

January 8, 2025

After a relative's death, beneficiaries have rights to information about the estate, including accessing the will and understanding asset distribution. A probate lawyer can guide you through the process, protect your rights and resolve disputes to ensure that the estate is managed fairly and transparently.

Estate Planning

How Transparency in Estate Planning Prevents Family Conflict

January 6, 2025

Warren Buffett emphasizes transparency in estate planning, urging families to discuss wills before signing. Open conversations prevent misunderstandings, clarify roles and strengthen bonds.

Estate Planning

Three Key Steps for Estate Planning When You Don’t Have Children

January 2, 2025

It gets a lot more complicated if you can’t count on a child to be a caregiver, or to make major decisions.

Estate Planning

Avoiding Surprises and Complications in Your Estate Plan

December 30, 2024

Avoid surprises in your estate plan by addressing potential conflicts early. Open communication, clear beneficiary designations and tools like living trusts help prevent disputes and delays.

Estate Planning

How to Avoid Estate Planning Mistakes in 2025

December 26, 2024

If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.

Estate Planning

How to Avoid a Will Contest in Six Steps

December 23, 2024

Good communication together with strategies like no-contest clauses and competency verification can help you avoid a will contest.

Estate Planning

Make Life Easier for Heirs: Get Your Estate Organized

December 20, 2024

It’s easy to put off doing many of these things. However, get them done, and your heirs will be thankful you did.

Estate Planning

How to Transfer a Vehicle Title after a Loved One's Passing

December 18, 2024

Understanding probate, gathering necessary documents and navigating state-specific processes can ensure smooth vehicle title transfers.

Estate Planning

Understanding Estate Planning for Military Families: Survivor Benefits, VA Pension Eligibility and More

December 16, 2024

Estate planning for military families involves unique benefits like survivor pensions, VA support and tools to protect loved ones and maintain financial stability after a servicemember’s passing.

Estate Planning

How a Serious Diagnosis Changes Estate Planning

December 13, 2024

Why we might drag our feet over some of the most important financial decisions.

Estate Planning

What are the Top Estate Planning Mistakes?

December 11, 2024

Estate planning is essential for families who want to secure financial stability and build generational wealth.

Estate Planning

The Risks of DIY Wills: Why Legal Guidance Matters

December 9, 2024

DIY wills may seem affordable. However, mistakes in witnessing or unclear instructions can lead to costly probate and disputes, leaving your loved ones burdened.

Estate Planning

Probate for Real Estate in Multiple States: Managing Assets

December 6, 2024

Managing real estate in multiple states can complicate probate. However, with the right estate plan, you can help your family avoid the extra time, cost and stress.

Estate Planning

Leaving Inheritance to Estranged Family Members: What Should You Consider?

December 4, 2024

Leaving an inheritance to estranged family members can create more harm than good. However, understanding your options can help you make a decision that brings peace.

Estate Planning

Six Assets to Keep Out of an Estate Plan

December 2, 2024

By carefully considering what to include in your estate plan—and what to leave out—you can help your family avoid unnecessary conflict and heartache.

Estate Planning

How Professionals Use Estate Planning

November 29, 2024

Estate planning is essential for professionals looking to secure their financial legacy and protect their assets.

Estate Planning

Can You Revoke an Irrevocable Trust? What the Murdoch Media Empire Teaches Us

November 27, 2024

Murdoch’s succession plan sheds light on whether an irrevocable trust can truly be changed, revealing key insights for estate planning.

Estate Planning

Estate Planning for Families with Internationally Adopted Children: What You Need to Know

November 25, 2024

Estate planning ensures that your internationally adopted child is fully protected, providing financial stability and legal security for their future.

Estate Planning

What Is Needed for End-of-Life Planning?

November 22, 2024

To ensure that you don’t become a burden to your family as you approach the end of your life, planning is essential.

Estate Planning

Proactive Legal Strategies for Cognitive Decline

November 20, 2024

Legal tools like power of attorney and healthcare directives are essential in forming a proactive legal strategy for cognitive decline.

Estate Planning

Can You Protect Your Heirs’ Inheritance from Creditors with Trusts?

November 18, 2024

Learn how trusts can protect your heirs' inheritance from creditors and safeguard your family's financial future.

Estate Planning

Why Is a Special Needs Trust Important for Your Child's Future?

November 15, 2024

Learn how a special needs trust can protect your child's benefits, while providing long-term financial security.

Estate Planning

Estate Planning for a Child with Addiction: Structuring Inheritance

November 13, 2024

Protect your child's future by creating a trust that supports their recovery, while safeguarding their inheritance.

Estate Planning

Managing Debt After a Loved One's Death: What You Need to Know

November 11, 2024

Learn how a probate attorney can help you manage a loved one's debts after their passing.

Estate Planning

How Does Estate Planning Protect Couples with Big Age Gaps?

November 8, 2024

Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.

Estate Planning

Here’s When You Need to Update Your Will

November 6, 2024

You need to keep it up-to-date and make changes after certain events occur to ensure that your assets will be distributed according to your wishes when you pass.

Estate Planning

Estate Planning for Grandparents Raising Grandchildren: What You Need to Know

November 4, 2024

Explore legal options like guardianship and grandparent power of attorney to ensure the well-being of grandchildren you're raising.

Estate Planning

Why Gen Z Needs to Pay Attention to Estate Planning

November 1, 2024

The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.

Estate Planning

Understanding Fiduciaries: Their Roles and Responsibilities

October 30, 2024

Learn the importance of the fiduciary and how a trustee serving in this role protects your assets and loved ones.

Estate Planning

How Do I Leave an Inheritance to My Child but Not Their Spouse?

October 28, 2024

Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.

Estate Planning

Why Does Young Family Need an Estate Plan?

October 25, 2024

Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.

Estate Planning

What's the Difference Between an Heir and a Beneficiary?

October 23, 2024

Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.

Estate Planning

National Estate Planning Awareness Week

October 21, 2024

National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.

Estate Planning

Strategies to Protect Assets from Lawsuits and Creditors

October 18, 2024

Discover key strategies like trusts, IRAs and homestead exemptions to protect your assets from lawsuits and creditors.

Estate Planning

Advance Healthcare Directives and Why They Matter

October 16, 2024

After a tragic accident, Nancy Cruzan’s family couldn’t make medical decisions for her and fought years-long court battles to help her situation. An advance care directive could have prevented Cruzan from living for seven years in a permanent vegetative state.

Estate Planning

Family Wealth Discussions: How to Talk about Money with Loved Ones

October 14, 2024

Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.

Estate Planning

Curated a Collection? You Need an Estate Plan for It

October 11, 2024

So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it's not going to drink itself.

Estate Planning

The Importance of Estate Planning for Non-Citizens with U.S. Assets

October 9, 2024

Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.

Estate Planning

Guarding Women's Wealth with Estate Planning

October 7, 2024

Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.

Estate Planning

Tax Implications of Estate Planning and Maximizing Loved Ones' Inheritance

October 4, 2024

Estate planning isn't just about dividing assets—it's about minimizing taxes and maximizing the inheritance that your loved ones receive.

Estate Planning

Digital Estate Planning: Managing Online Assets

October 2, 2024

Digital estate planning is crucial to protecting your legacy and ensuring that your loved ones aren’t left with a digital mess.

Estate Planning

LGBTQIA+ Estate Planning Essentials

September 30, 2024

Estate planning is not just about protecting assets—it's about securing your loved ones' future. LGBTQIA+ couples face unique challenges and need tailored solutions.

Estate Planning

What’s the Primary Purpose of a Living Trust?

September 27, 2024

Having the ability to pass on an inheritance to your loved ones is a beautiful thing. It's a chance to gift those you care about and add value to their life even after you're no longer here.

Estate Planning

How to Choose an Executor for Your Estate

September 25, 2024

Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.

Estate Planning

Preparing Your Adult Children to Receive Their Inheritance

September 23, 2024

Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.

Estate Planning

How Does Probate Work?

September 20, 2024

A new report, titled The State of Probate in America, finds many Americans badly misinformed about basic facts of probate.

Estate Planning

Should All of My Assets Be in a Trust?

September 18, 2024

And whether your estate is a larger one or a more modest one, you may be eager to pass wealth down to your loved ones in the most efficient way possible.

Estate Planning

Sharing Family Values in Your Estate Plan

September 16, 2024

Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life's principles.

Estate Planning

Role of Estate Planning for the Great Wealth Transfer

September 13, 2024

The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.

Estate Planning

What's the Difference between Primary and Contingent Beneficiary?

September 11, 2024

Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.

Estate Planning

Increase in Estate Planning for Gen-Z

September 9, 2024

Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.

Estate Planning

Well-Played: Country Legend Toby Keith's Legacy Protected for His Family

September 6, 2024

Learn how country legend Toby Keith protected his family's future through careful estate planning and why starting early is crucial for everyone.

Estate Planning

Only 32% of Americans Have a Will

September 4, 2024

Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.

Estate Planning

The Importance of Estate Planning for Expecting Parents

September 2, 2024

Estate planning ensures that your children will have the future you want for them no matter what happens to you.

Estate Planning

Can You Prepare for the Unexpected in Life?

August 30, 2024

Remember, even ‘Superman’ Christopher Reeve didn't think he would fall off a horse, and it changed his life forever. Always be prepared.

Estate Planning

How to Order a Death Certificate after the Passing of a Loved One

August 28, 2024

Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.

Estate Planning

Godparents Lack Legal Rights If Not Named as Guardians for Minor Children

August 26, 2024

Godparents provide spiritual guidance and mentorship to your children. However, they can only legally care for your kids if you name them guardians for minor children.

Estate Planning

Can You Get Around Probate?

August 23, 2024

If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.

Estate Planning

Back to School Planning to Protect Your Kids

August 21, 2024

Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.

Estate Planning

Single and Over 50? Estate Planning Is a Must

August 19, 2024

The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.

Estate Planning

Do Single Parents Need an Estate Plan?

August 16, 2024

Single parents must carefully consider each option when preparing their estates. By creating an intentional plan, parents can ensure their wishes will be honored for their children.

Estate Planning

Lawsuit Filed Against Trustee of Late Singer Tony Bennett's Estate

August 14, 2024

Tony Bennett's daughters are suing the trustee of his estate, highlighting the importance of clear estate planning to avoid family disputes.

Estate Planning

Who Takes Care of My Pet When I Die?

August 9, 2024

Learn more about the personal-finance aspects of pet insurance and pet estate planning.

Estate Planning

How to Discuss Estate Planning with Your Aging Parents

August 7, 2024

Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.

Estate Planning

Is Your Student Off to College? Make Sure These Legal Documents are Available

August 5, 2024

Ensure your college-bound child's safety and peace of mind with essential legal documents for college students. HIPAA waivers, powers of attorney, and other documents are indispensable.

Estate Planning

Art Legacy's Estate Battle: Heir Dispute Struggle Threatens to Ruin the Artist’s Centennial

August 2, 2024

An heir dispute can overshadow your legacy. Plan ahead to prevent estate battles and preserve your wishes and legacy.

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 … 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 Next

Estate Planning Blog