Outdated Beneficiary Designations can Quietly Override Carefully Written Estate Plan
Outdated beneficiary designations can quietly override even the most carefully written estate plan.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
Always Update Estate Plan after Moving to a New State
When you cross state lines, your estate plan may no longer work the way you intended, even if nothing in your personal life has changed.
December 29, 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
End-of-Life Planning is Often Overlooked
End-of-life planning ensures peace of mind for both you and your loved ones. Burial insurance and prepaid funeral plans can reduce financial strain and provide clarity during a difficult time.
October 22, 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
Your Collection Needs to Be Part of Your Estate Plan
Your collection of baseball cards, Birkin handbags or aging Bordeaux may deliver hours of pleasure. It’s also an estate planner’s nightmare.
October 2, 2025
When Your First Choice of Trustee Declines
Even the most trusted family member or friend may decline to serve as trustee. The role can be demanding, involving complex legal responsibilities, financial oversight and ongoing reporting obligations. Some individuals may lack confidence in managing investments or navigating government benefits for people with special needs. Others may be concerned about the time commitment or potential conflicts with other beneficiaries. Understanding the reasons for a refusal can help you adjust your approach. Sometimes the concern is about specific duties, which may be alleviated by offering professional assistance or co-trustee arrangements. In other cases, it may be a firm decision based…
September 22, 2025