Open Conversations About Property Plans Can Prevent Probate Delays
Open family conversations about property plans can prevent probate delays, disputes and unnecessary legal costs.
February 3, 2026
How to Gift Real Estate without Creating Problems for Heirs
In the spirit of giving, there are rules to keep in mind, especially if you’re considering gifting your loved ones real estate in the new year.
January 14, 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
Portability Doesn’t Happen Automatically
Portability isn’t automatic; even nontaxable estates must file a tax return to elect it.
November 13, 2025
A Cross-Border Strategy is Needed for Estate Planning with Assets Overseas
Assets, heirs and homes in multiple countries require a plan that respects more than one legal system.
November 11, 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
It is Wise to Add Your Trust to Your Homeowner’s Policy
Many homeowners risk denied claims by not listing their trust on insurance policies.
September 8, 2025
Parents with Young Children need an Estate Plan
Estate planning ensures that your children and assets are cared for according to your wishes.
August 27, 2025
Moving to Another State can Impact Your Will
Wills don’t automatically become invalid when you move. However, state laws can affect how they’re interpreted or enforced.
July 29, 2025
Using a Disclaimer Trust to Transfer Land
A widow wonders if it’s too late to fix an estate plan that made no provisions for their one farming son and isn’t sure how to manage the farmland.
July 7, 2025