Spousal Lifetime Access Trusts can Protect Your Partner
Make sure your loved ones will be secure after you’re gone by setting up a Spousal Lifetime Access Trust.
November 18, 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
Legal Planning for Long-Term Care is Essential
Care is collapsing in many communities, so families need documents, funding plans and clear roles before a crisis begins.
November 6, 2025
Strategies to Avoid Disputes Between Siblings
Verbal promises about inheritances often fail when the written estate plan says otherwise. This disconnect fuels sibling disputes that can fracture families and deplete estates.
October 28, 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
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