The rules governing Inherited IRAs have Changed in Recent Years
The rules governing inherited retirement accounts have changed in recent years.
March 10, 2026
Outdated Beneficiary Designations can Quietly Override Carefully Written Estate Plan
Outdated beneficiary designations can quietly override even the most carefully written estate plan.
March 3, 2026
Understanding When and How a Power of Attorney can be Used to Transfer Property
A power of attorney can be a powerful planning tool. However, it comes with strict limits—especially when real estate and family members are involved.
February 26, 2026
Estate Planning and Elder Law together create a Framework for Protecting Families, Assets and Long-Term Well-Being
Estate planning and elder law serve different purposes. However, together they create a more complete framework for protecting families, assets and long-term well-being.
February 23, 2026
Open Conversations About Property Plans Can Prevent Probate Delays
Open family conversations about property plans can prevent probate delays, disputes and unnecessary legal costs.
February 3, 2026
Expert Advice on the Smartest Ways to Pass Down Jewelry Without Conflicts
Expert advice on the smartest ways to navigate an emotional and potentially complicated moment.
January 29, 2026
Estate Planning for Single Parents Is Critical for Protecting Children
Single parents face unique challenges in securing their children’s future, making comprehensive estate planning essential.
January 21, 2026
How to Gift Real Estate without Creating Problems for Heirs
In the spirit of giving, there are rules to keep in mind, especially if you’re considering gifting your loved ones real estate in the new year.
January 14, 2026
Key Things that Shouldn’t Be in Your Will
If you’re unclear about the 10 things you should leave out of your will when drafting your estate plan, check out what legal experts have to say.
January 8, 2026
Reduce Estate Tax with Private Annuity Sale
Using a private annuity sale may help you transfer wealth, while reducing estate-tax exposure. However, it requires accurate modeling and careful structure.
January 5, 2026