Outdated Beneficiary Designations can Quietly Override Carefully Written Estate Plan
Outdated beneficiary designations can quietly override even the most carefully written estate plan.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
Key Things that Shouldn’t Be in Your Will
If you’re unclear about the 10 things you should leave out of your will when drafting your estate plan, check out what legal experts have to say.
January 8, 2026
Retirees Should Adjust Planning With Four Big Changes in Mind
By staying on top of changes in tax law and other changing rules, you can secure a comfortable retirement.
November 20, 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
Protect Your Child’s Inheritance in a Second Marriage
The portion the surviving spouse can claim depends on the circumstances.
September 24, 2025
How the 2025 Tax Law Impacts Your Estate Plan
Since the law is so wide-ranging, it can disrupt even the most well-prepared plans.
September 10, 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
Estate Planning Mistakes Financial Advisors Make
Even trusted financial advisors can overlook key estate planning steps—mistakes that may leave your legacy vulnerable.
July 24, 2025
Beneficiary Designations Usually Take Precedence over Will
Many people assume a will controls all assets after death—but beneficiary designations often override it entirely.
June 2, 2025