Outdated Beneficiary Designations can Quietly Override Carefully Written Estate Plan
Outdated beneficiary designations can quietly override even the most carefully written estate plan.
March 3, 2026
AI Is Increasing Access to Estate Planning. However, Be Wary of Its Limitations
Technology can make estate planning more accessible. However, it cannot replace thoughtful legal judgment.
February 19, 2026
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
A Fiduciary Bond Is A Critical Safeguard
A fiduciary bond ensures that the executor of an estate is accountable and protects beneficiaries against mismanagement of assets.
January 19, 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
Keeping Foreign Assets Out of Probate
Owning property or investments in more than one country can strengthen your financial legacy. However, it may also create complex legal challenges during probate.
December 18, 2025
Far More Risks than Benefits to a DIY Will
A handwritten or online will may seem simple. However, one small mistake can undo everything you’ve worked to leave behind.
December 8, 2025
The Estate of The Union Season 4|Episode 8 is out now!
The Estate of The Union Season 4|Episode 8 is out now! Choosing the right trustee is one of the single most critical planning decisions you
December 3, 2025
Avoiding Probate Is Key to Protecting Your Legacy
A few smart title choices and beneficiary forms can move assets to loved ones quickly, privately and with less cost.
November 25, 2025
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