How Do You Protect Your Child’s Inheritance in a Second Marriage?
Make sure that you have a will and up-to-date beneficiary designations on all of your bank accounts, life-insurance policies and brokerage accounts.
July 2, 2025
Avoid the Survivor’s Tax Penalty After the Death of a Spouse
Losing a spouse is emotionally devastating. However, many surviving partners also face an unexpected financial blow in the form of higher taxes.
June 30, 2025
Preparing for Funeral Costs
Planning ahead for funeral expenses can relieve your loved ones of financial stress and ensure that your final wishes are honored.
June 25, 2025
Help Your Executor Fulfill Your Wishes
Being an executor of an estate isn’t easy, so you should do what you can to help them out.
June 23, 2025
Pros and Cons of Testamentary Trusts
Testamentary trusts can offer control and protection for your heirs. However, they require court involvement and may not suit every estate plan.
June 18, 2025
The Estate of The Union Season 4|Episode 4 is out now!
The Estate of The Union Season 4|Episode 4 is out now! While it can sound shocking, the Mortality Rate in Texas is 100%!!! Brad is
June 16, 2025
What’s the Difference Between Estate and Trust Administration?
Though often confused, estate administration and trust administration involve distinct processes for managing and distributing assets after death, with different rules, responsibilities and timelines.
June 9, 2025
Beneficiary Designations Usually Take Precedence over Will
Many people assume a will controls all assets after death—but beneficiary designations often override it entirely.
June 2, 2025
Older Couples Should Consider Premarital Agreement
A premarital agreement offers older couples a thoughtful way to protect assets, clarify financial expectations and strengthen trust before saying ‘I do.’
May 29, 2025
Ways to Avoid Estate Disputes between Stepchildren
Blended families face a higher risk of estate conflicts—clear documents, open communication and thoughtful planning help protect relationships and prevent legal battles.
May 20, 2025