Estate Planning Blog

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.

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