Retirees Should Adjust Planning With Four Big Changes in Mind

By staying on top of changes in tax law and other changing rules, you can secure a comfortable retirement.

November 20, 2025

Spousal Lifetime Access Trusts can Protect Your Partner

Make sure your loved ones will be secure after you’re gone by setting up a Spousal Lifetime Access Trust.

November 18, 2025

Pour-Over Will is a Safety Net for Your Estate Plan

A pour-over will catches assets that miss your trust, keeping your plan intact and your heirs out of court where possible.

November 4, 2025

Keep Certain Assets Out of a Trust to Avoid Probate

Living trusts are powerful estate planning tools, but not every asset belongs in one. Knowing which property to exclude prevents complications and protects your legacy.

October 30, 2025

Protect Your Child’s Inheritance in a Second Marriage

The portion the surviving spouse can claim depends on the circumstances.

September 24, 2025

How Wealth is Distributed in Blended Families

This summer’s passing of Ozzy Osbourne was mourned by heavy metal fans and caught the attention of estate planning attorneys for lessons about how wealth is distributed among members of a blended family. Whether you liked his music or not, Osbourne left an estate estimated to be worth $230 million plus future royalties, reports a recent article from Think Advisor, “What Wealthy Families Can Learn From a Rock Star’s Estate.” There’s no estate battle for now. However, only time will tell if the Osbourne family faces issues like those of many blended families. There’s no simple playbook for these situations,…

September 2, 2025