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
Incorporating Trusts into Your Gifting Strategy
Thoughtful use of trusts can turn gifts into lasting legacies that support your loved ones for years to come.
December 2, 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
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
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
Combining Philanthropy with Estate Planning
Tax-efficient charitable giving allows you to support causes that matter to you, while reaping a financial benefit.
September 30, 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
Gifting Strategies for Grandchildren
Custodial accounts can be a smart way to give. However, understanding the rules ensures that your gift benefits your grandchild without unintended tax or control issues.
August 25, 2025
Options when Inheriting a House
Inheriting a house brings emotional weight—and important decisions that can impact your financial future.
August 21, 2025
Common Trust Mistakes to Avoid
Trusts can be powerful estate planning tools. However, simple errors can lead to delays, disputes and unintended outcomes.
August 19, 2025