Estate Planning Blog

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…

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