Common Reasons to Avoid Probate Court
Probate can tie up assets, create delays and drain estate value—many families benefit from planning around it.
August 7, 2025
Estate Planning Mistakes Financial Advisors Make
Even trusted financial advisors can overlook key estate planning steps—mistakes that may leave your legacy vulnerable.
July 24, 2025
Prepare For When Your Special Needs Child Turns 18
Turning 18 is a major milestone – especially for children with disabilities – because it triggers critical changes in legal rights and parental responsibilities.
July 16, 2025
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
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
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
Understanding the Essentials of Social Security Survivor Benefits
Survivor benefits can be complex, even if you don’t think you have a complicated financial situation.
June 4, 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