RESOURCES
Here’s What Can Happen to Blended Families When a Spouse Dies
You trust your spouse completely. But if you're in a blended family and your estate plan simply says "everything goes to my spouse," your own children could end up with nothing - not because anyone meant harm, but because ownership changes everything.
Here’s What Happens to Your Retirement Accounts After You Die
Retirement accounts follow different rules from other assets you may own. After you die, the people you love most may face unexpected tax burdens if you don’t understand how the rules work.
Creating a Trust in Your Will vs. Creating a Living Trust: Part 2
A living trust offers immediate protection and probate avoidance, but understanding how it works and whether it fits your goals is essential to making the right choice.
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
Creating a trust in your will might sound like good planning, but understanding what you're actually trying to accomplish matters more than the type of trust you choose.
Why Quick and Simple Estate Plan Reviews Don't Exist
If your estate plan is years old, or you did it yourself, you may call an attorney asking for a quick, low-cost review of your estate planning documents, thinking it’s a quick and easy process. The reality is that an estate plan review is (or should be) more complicated than most people think.
Understanding Inheritance Taxes: What You and Your Beneficiaries Need to Know
Understanding the tax implications of different inherited assets can help you structure your estate to minimize your beneficiaries' tax burden.
Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
Many people believe that once they've created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones, and not fail when they need it.
What Happens to Your Debt When You Die?
Many people worry about leaving debt behind for their loved ones, but the reality of what happens to debt after death is more complex than you likely realize.
Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Without marriage's legal protections, unmarried couples face unique estate planning challenges that could leave partners vulnerable and children at risk. Learn how to protect your loved ones and assets with proper planning.
Why So Much Money Ends Up as Unclaimed Property and What That Means for You
Every year, billions of dollars quietly sit with state governments, unclaimed and forgotten. Learn how proper estate planning keeps what you own from getting lost.
Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process
Probate can delay access to money, property, and answers when families need them most.
What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)
You've spent a lifetime collecting memories, treasures, and possessions, but without proper planning, these items could become an overwhelming burden for your loved ones.
Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love
Choosing between a will and a trust can shape your family’s future. Learn what to consider so your plan truly works.
Caring for Aging Parents: How to Protect Relationships and Plan Ahead
Caring for aging parents alongside siblings can strain even the closest family relationships. Learn why these tensions arise and how proper planning now can prevent conflict when your own children face these decisions.
Why It Matters to Your Loved Ones That You Work With the Right Lawyer
If you don’t work with the right lawyer, your loved ones could face years of stress, conflict and unnecessary expense. But you can avoid putting them through this. Here’s how to find the right legal support.
The White Elephant Gift Nobody Wants: Family Conflict
Think your family's White Elephant gift exchange gets competitive? Wait until there's no estate plan and they're fighting over Dad's classic car instead of a singing fish. Learn why your legacy shouldn't be left to chance (or family politics)...
How to Talk to Your Loved Ones About Death, Money, and Estate Planning at the Holidays
The holidays are the perfect time to talk about death, money, and legacy, not with fear, but with love.
How to Keep Wealth in Your Family for Generations
Building generational wealth isn't just about smart investments. It requires a fundamental shift in how you think about inheritance, educate your children about money, and plan for the long term.
The Unexpected Challenges of Being an Estate Executor
Being named as an executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved. The role requires more than you may expect, from immediate financial obligations to long-term asset management.
Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
Unmarried couples face unique risks when it comes to estate planning. Having the right estate plan can ensure your partner is cared for, no matter what.