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
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
Including Siblings in Estate Planning for a Child with Special Needs
Siblings often play a long-term role in the care of a family member with special needs—early inclusion in estate planning builds confidence, clarity and family unity.
May 22, 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
Care for Your Pets After You Pass with a Pet Trust
While we often associate dog trust funds with the super-rich, you don’t need to be Oprah to set up a dog trust fund. Anybody with a pet can set one up to help prepare for the future.
May 1, 2025
Issues Family Business Owners Should Plan for in 2025
As 2025 approaches, family business owners face new financial, legal and operational challenges that require proactive planning to ensure long-term success and smooth transitions.
April 29, 2025