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
How and Where To Store Your Will
A will that’s lost, outdated, or inaccessible can send even the most well-intentioned estate plan straight to probate court.
September 18, 2025
How Wealth is Distributed in Blended Families
This summer’s passing of Ozzy Osbourne was mourned by heavy metal fans and caught the attention of estate planning attorneys for lessons about how wealth is distributed among members of a blended family. Whether you liked his music or not, Osbourne left an estate estimated to be worth $230 million plus future royalties, reports a recent article from Think Advisor, “What Wealthy Families Can Learn From a Rock Star’s Estate.” There’s no estate battle for now. However, only time will tell if the Osbourne family faces issues like those of many blended families. There’s no simple playbook for these situations,…
September 2, 2025
Choosing the Right Estate Planning Attorney in Texas: Questions to Ask Before You Hire
When it comes to estate planning, choosing the right attorney can make all the difference. Your estate plan isn’t just about documents—it’s about protecting your
September 1, 2025