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
Avoid the Survivor’s Tax Penalty After the Death of a Spouse
Losing a spouse is emotionally devastating. However, many surviving partners also face an unexpected financial blow in the form of higher taxes.
June 30, 2025
Understanding the Essentials of Social Security Survivor Benefits
Survivor benefits can be complex, even if you don’t think you have a complicated financial situation.
June 4, 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
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
Post-Nuptial Agreement can help Couples avoid Conflicts
Later-in-life marriages bring unique financial and legal challenges. A post-nuptial agreement can protect both spouses, while preserving family assets and expectations.
February 19, 2025
How to Leave an Inheritance to Your Child but Not Their Spouse
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
October 21, 2024
Important Steps to take After the Passing of a Spouse
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
October 9, 2024
Women should Plan for a Second Retirement
Women typically live longer than men, so they should prepare for a ‘second retirement,’ often with different needs and associated costs.
September 23, 2024
Addressing your Estate Planning during Divorce is Critical
Estate planning and divorce are intricate processes, each filled with legal nuances and detailed accounting (to say nothing of the emotions involved).
July 31, 2024