Sometimes, a Professional Trustee is a Good Idea

There are options for people who don’t have family—or don’t want their family—to handle their affairs.

July 18, 2024

Should You Tell Beneficiaries Their Inheritance?

This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.

July 16, 2024

Estate Planning with Annuities can be Complex

Annuities offer income security, tax advantages and legacy benefits for your heirs. Find out how estate planning and annuities can strengthen your legacy.

July 15, 2024

Creating a Trust to Avoid Probate Nightmares

Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.

June 25, 2024

Integrating Irrevocable Trust into Medicaid Planning

Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.

June 24, 2024

Should You have an Irrevocable Trust?

An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.

June 20, 2024

Diverse Family Structures Have Unique Estate Planning Challenges

The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.

June 10, 2024