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 Time to File for Probate Is Limited
Families navigating the aftermath of a loved one’s passing must act quickly. Probate deadlines are strict, and delays can jeopardize the estate’s smooth settlement.
October 16, 2025
Choosing a Guardian for Minor Children is Critical
Choosing a guardian is one of the most important estate planning decisions parents make. It ensures that children are cared for by someone trustworthy and aligned with family values if the unexpected happens.
October 14, 2025
The Estate of The Union Season 4|Episode 7 is out now!
The Estate of The Union Season 4|Episode 7 is out now! We continue our Conversations with Non-Profits series, where our listeners have an opportunity to
October 9, 2025
Preparing an Estate Plan when Children Live in Another State
Whether it’s because of work, school or a marriage, it isn’t uncommon for a parent to have children and other loved ones scattered across the United States.
October 7, 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
Combining Philanthropy with Estate Planning
Tax-efficient charitable giving allows you to support causes that matter to you, while reaping a financial benefit.
September 30, 2025
Protect Your Child’s Inheritance in a Second Marriage
The portion the surviving spouse can claim depends on the circumstances.
September 24, 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
How and Where To Store Your Will
A will that’s lost, outdated, or inaccessible can send even the most well-intentioned estate plan straight to probate court.
September 18, 2025