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Cryptocurrency Pitfalls to Factor into Estate Planning

August 12, 2026

Digital assets have become an increasingly important part of many investment portfolios. However, they also present unique estate planning challenges. Without proper preparation, cryptocurrency can be difficult—or even impossible—for heirs to access.

Estate Planning

Powers of Attorney Should Think Twice Before Transferring Money Between Accounts

August 10, 2026

A durable power of attorney grants significant financial authority. However, that authority is not unlimited. Before moving money between accounts, an agent should understand both their legal responsibilities and the potential consequences of those decisions.

Estate Planning

What Questions Should You Ask about Trusts?

August 7, 2026

Estate planning experts warn that asking, ‘How much does a trust cost?’ is the wrong approach.

Estate Planning

Protect Special Needs Trusts from Avoidable Taxes

August 5, 2026

A special needs trust can provide long-term financial security for a loved one with disabilities. However, careful tax planning is essential to preserve as much of those assets as possible.

Estate Planning

How the OBBA Changed Estate Planning

August 3, 2026

Major tax legislation can reshape estate planning strategies overnight. Understanding how the One Big Beautiful Bill Act affects wealth transfer, tax planning and long-term financial goals is essential for keeping an estate plan current.

Estate Planning

Three Moments That Should Send You Back to Your Estate Plan

July 31, 2026

The signature that protects your family is only as current as the life it was meant to describe.

Estate Planning

Gen X Needs to Start Planning for Retirement

July 29, 2026

Many members of Generation X are approaching retirement with competing financial responsibilities and less time to prepare. Starting an estate and retirement plan now can help create greater financial stability in the years ahead.

Estate Planning

Estate Planning Is Essential for Gen Z Women Becoming Homeowners

July 27, 2026

Buying a first home is a major financial milestone. For many Gen Z women, it is also the ideal time to begin building an estate plan that protects both their assets and their future.

Estate Planning

Why Is Estate Planning for New Parents So Important?

July 24, 2026

So many young couples who have their firstborn are at a loss trying to figure out what to do next from an estate planning perspective.

Estate Planning

The Built-In Backup Plan That Makes Living Trusts So Powerful

July 22, 2026

Many people view living trusts as tools for avoiding probate, but they can also provide critical financial protection if incapacity occurs during life.

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