Options when Inheriting a House
Inheriting a house brings emotional weight—and important decisions that can impact your financial future.
August 21, 2025
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
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
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 Happens If You Die Without a Will?
The most effective means to avoid intestacy is to execute a will or revocable trust.
June 11, 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
Tell Designated Representative Where to Access Your Estate Planning Documents
An estate plan is only effective if the right people know where to find essential documents when they are needed.
April 15, 2025
The Estate of The Union Season 4|Episode 2 is out now!
The Estate of The Union Season 4|Episode 2 is out now! In this episode of the ESTATE OF THE UNION, Brad Wiewel is going to
April 10, 2025