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The Costs of Estate Planning Silence

October 21, 2026

A carefully prepared estate plan can still create problems when family members do not understand what it says or why certain decisions were made. Open conversations can help prevent confusion, conflict and unnecessary probate disputes.

Articles | Estate Planning

Keep the Tax Cliff in Mind When Estate Planning

October 19, 2026

Estate tax rules can change the amount a family keeps from an inheritance. Understanding potential federal and state tax exposure can help you pass the greatest benefit on to families.

Estate Planning

Ignoring Incapacity and Death Can Be More Expensive than an Estate Plan

October 16, 2026

However, expecting family and friends to manage your money and make healthcare decisions when an emergency strikes is not a prudent estate plan.

Estate Planning

When Your Spouse Isn't a Suitable Trustee

October 14, 2026

Choosing a trustee for a child's trust requires looking beyond family relationships to the responsibilities the role will require.

Estate Planning

How to Keep an Estate Out of Probate

October 12, 2026

A carefully structured estate plan can help certain assets pass to beneficiaries without going through the probate process.

Estate Planning

Succession Planning with Disagreements in Mind

October 9, 2026

Building a legacy is hard. Passing it on is harder.

Estate Planning

A $500K IRA Went Through Probate Because of One Simple Mistake

October 7, 2026

A retirement account can represent decades of savings, yet an outdated beneficiary designation can determine who receives it and whether the account passes smoothly to the intended heirs.

Estate Planning

Why Trusts are Becoming a Bigger Part of Estate Planning

October 5, 2026

Growing interest in trusts reflects a broader desire for greater control over how assets are managed, protected and transferred to the next generation.

Estate Planning

Will Your Estate Plan’s Asset Distribution Divide Your Family?

October 2, 2026

Here’s how to navigate tax traps, emotional heirlooms and blended families so your heirs feel loved—not cheated.

Estate Planning

Keep Your Estate Plan Aligned with Your Wishes

September 30, 2026

An estate plan can give you greater control over what happens to your assets. However, that control depends on keeping your documents current and your instructions clear.

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