Using Life Insurance to Fund a Trust
Life insurance is more than a safety net – it can also be a tool to grow and protect wealth when paired with trust planning.
July 14, 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
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
Special Needs Trusts Often Need a Professional Trustee
Managing a special needs trust requires more than good intentions—legal compliance, financial knowledge and long-term commitment often make a professional trustee the right choice.
May 15, 2025
Steps to Avoid Inheritance Issues in Second Marriages
Blended families face unique estate planning risks—without clear documents and careful planning, inheritance conflicts between spouses and children are almost inevitable.
May 13, 2025
The Estate of The Union Season 4|Episode 3 is out now!
The Estate of The Union Season 4|Episode 3 is out now! The Catholic cardinals are in the process of electing a new pope. While that
May 7, 2025
Many Ways to Include a Charity in Your Estate Plan
Charitable giving through your estate plan allows you to leave a lasting legacy, support causes you care about and create potential tax benefits for your heirs.
May 6, 2025