Outdated Beneficiary Designations can Quietly Override Carefully Written Estate Plan
Outdated beneficiary designations can quietly override even the most carefully written estate plan.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
A Fiduciary Bond Is A Critical Safeguard
A fiduciary bond ensures that the executor of an estate is accountable and protects beneficiaries against mismanagement of assets.
January 19, 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
Keeping Foreign Assets Out of Probate
Owning property or investments in more than one country can strengthen your financial legacy. However, it may also create complex legal challenges during probate.
December 18, 2025
Incorporating Trusts into Your Gifting Strategy
Thoughtful use of trusts can turn gifts into lasting legacies that support your loved ones for years to come.
December 2, 2025
A Cross-Border Strategy is Needed for Estate Planning with Assets Overseas
Assets, heirs and homes in multiple countries require a plan that respects more than one legal system.
November 11, 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
Strategies to Avoid Disputes Between Siblings
Verbal promises about inheritances often fail when the written estate plan says otherwise. This disconnect fuels sibling disputes that can fracture families and deplete estates.
October 28, 2025
Differences between Estate Administration and Trust Administration
While both estate and trust administration involve settling assets after death, knowing the distinctions is key to effective planning.
October 20, 2025