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
Pour-Over Will is a Safety Net for Your Estate Plan
A pour-over will catches assets that miss your trust, keeping your plan intact and your heirs out of court where possible.
November 4, 2025
Keep Certain Assets Out of a Trust to Avoid Probate
Living trusts are powerful estate planning tools, but not every asset belongs in one. Knowing which property to exclude prevents complications and protects your legacy.
October 30, 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
End-of-Life Planning is Often Overlooked
End-of-life planning ensures peace of mind for both you and your loved ones. Burial insurance and prepaid funeral plans can reduce financial strain and provide clarity during a difficult time.
October 22, 2025
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
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