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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…