3 Trusts for Financially Irresponsible Heirs
Leaving an inheritance to a financially irresponsible child can put your wealth at risk, but these three trusts may help protect it.
11-12-2026
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Talk to Your Adult Kids About Their Inheritance
Talking about inheritance early can help prepare children to manage wealth and prevent family conflicts later.
10-20-2026
How to Fund a Living Trust the Smart Way
A living trust can help your heirs avoid probate, but only if you properly transfer your assets into it.
10-17-2026
How to Avoid Probate Without Creating a Trust
Trusts can bypass probate, but these simpler estate planning tools may accomplish the same goal for certain assets.
09-21-2026
The Pros and Cons of Payable-on-Death and Transfer-on-Death Accounts
POD and TOD designations can simplify estate transfers, but they may create costly problems when an estate gets complicated.
09-17-2026
Must-Have Estate-Planning Documents
From wills and trusts to powers of attorney, these estate-planning documents can help protect what matters most.
09-15-2026
Manage an Inheritance Like a Pro
An inheritance can be life-changing, but the wrong moves can create unnecessary taxes and expenses.
08-10-2026
Tax-Savvy Ways to Leave Money to Your Kids
Smart tax strategies can help you pass more of your wealth to your children instead of to the IRS.
08-4-2026
How to Tackle Estate Planning Basics in 6 Steps
A solid estate plan starts with the right documents and regular updates.
07-7-2026
Estate Planning Mistakes Even the Wealthy Can Fall For
Even a well-crafted estate plan can fail if key documents, beneficiaries, or trusts are overlooked.
06-24-2026
The Estate Planning Mistake That Could Leave Your Family With Nothing
Estate planning isn't just for the wealthy—it helps ensure your wishes are followed and your family is protected.
06-3-2026
The Digital Estate You Forgot to Plan For: A Checklist Before Your Family Gets Locked Out
How do I give my family access to my passwords?
05-26-2026
Advice for Handling an Inheritance
Inheriting wealth is often more complicated than people realize.
05-14-2026
What Happens to Your Online Accounts When You Die—and How to Make Sure Your Family Isn’t Left Scrambling
Without a digital legacy plan, loved ones may be locked out of online accounts, financial assets, and personal files after you die.
04-16-2026
Should You Put Your House in a Trust?
Putting your home in a trust can help avoid probate and protect assets, but it comes with costs, complexity, and potential loss of control.
03-24-2026
Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis
The step-up in cost basis can significantly reduce capital gains taxes on inherited assets.
03-16-2026
Don’t Make These Estate Executor Mistakes
Executors carry major legal responsibilities, and common missteps can turn settling an estate into a legal headache.
03-10-2026
How the Wealthy Pass Down Fortunes—And How You Can Too
Smart estate planning can save your heirs time, money, and stress. Here’s where to start.
03-4-2026
What Happens If You Lose Your Estate Attorney?
Attorney gone? Your will and trusts are probably still intact. But there are a few key steps you shouldn’t ignore.
02-27-2026
Is an Irrevocable Life Insurance Trust Right for You?
An Irrevocable Life Insurance Trust can reduce estate taxes and protect heirs, but its rigidity and complexity mean it isn’t right for everyone.
01-31-2026
All You Need to Know About the Estate Tax
The 'death tax' sounds scary, but high exemptions and smart planning mean it rarely applies.
01-29-2026
Revocable Trust or Irrevocable Trust: Which Is Right for You?
Choosing the right living trust depends on how much control, protection, and flexibility you need.
01-16-2026
Understanding Financial Planning in a Divorce
How to safeguard your finances, accounts, and retirement plans when ending a marriage.
01-5-2026