Key Facts About Transferring Assets to Trusts
December 4, 2025
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Creating a trust is only the first step — ensuring that your assets are properly transferred into it is what makes your plan work.
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What Happens When a Parent in a Blended Family Dies
December 2, 2025
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Losing a parent is one of the most traumatic things a child can experience.
What is Portability and How Does it Impact Estate Taxes?
November 24, 2025
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Portability isn’t automatic; even nontaxable estates must file a tax return to elect it.
Avoiding Probate Is Key to Protecting Your Legacy
November 22, 2025
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A few smart title choices and beneficiary forms can move assets to loved ones quickly, privately and with less cost.
Newlyweds: Remember Estate Planning and Thank You Notes
November 12, 2025
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Getting married changes a couple’s life in more ways than one, so it’s a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance.
How to Make Estate Planning Less Overwhelming
November 6, 2025
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If you want your loved ones to be cared for after your passing, and be less annoyed than they are sad, then taking some important steps now to make sure your assets are distributed properly is a great idea.
New Tax and Policy Law can Have Impact on Roth Conversions
November 3, 2025
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The new tax law reshapes Roth conversion planning, with updated deductions and income rules that could work for—or against—you. Now is the time to review your strategy with your estate planning and tax advisors.
People Without Children can Benefit From Trusts
October 13, 2025
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Many people believe trusts are only for parents or the wealthy.
What are Duties to Beneficiaries as Executor?
September 10, 2025
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Serving as an executor means managing assets, settling debts and ensuring that beneficiaries receive their inheritance in a fair and timely manner.
Is My Will Valid If I Move to Another State?
August 4, 2025
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Wills don’t automatically become invalid when you move. However, state laws can affect how they’re interpreted or enforced.
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