When to Say No Thanks to an Inheritance
August 1, 2025
An inheritance often is seen as a financial windfall. However, there are times when people may want to consider saying thanks, but no thanks.
Can I Make Charitable Giving Part of My Estate Plan?
July 31, 2025
Considering your charitable giving goals in conjunction with your estate plan is a great way to support the causes you care about, while remaining tax efficient.
Estate Planning for People Living with Chronic Illness
July 30, 2025
Juggling modern families, demanding careers, shifting politics, doctors’ appointments, insurance paperwork and copays, and everything society throws at us is already a full-time job.
What Happens When You Inherit a House with a Mortgage?
July 29, 2025
Inheriting a home with an outstanding mortgage adds financial and legal responsibilities that heirs must address quickly and carefully.
Is My Will Valid If I Move to Another State?
July 28, 2025
Wills don’t automatically become invalid when you move. However, state laws can affect how they’re interpreted or enforced.
Estate Planning Mistakes Financial Advisors Make
July 25, 2025
Even trusted financial advisors can overlook key estate planning steps—mistakes that may leave your legacy vulnerable.
Long-Term Care Fits into Your Estate Plan
July 24, 2025
Estate planning for family members who are older or have disabilities extends far beyond financial considerations.
Volatile Markets can Make Estate Planning Easier
July 22, 2025
Unstable financial markets may feel like a threat. However, they also create unique opportunities for effective estate planning.
How to Create an Estate Planning Playbook
July 21, 2025
Most people believe that once they’ve set up a will or living trust, their estate plan is complete. But here’s the truth: Legal documents alone don’t tell the full story.
Does Your Estate Plan Avoid This Inheritance Trap?
July 18, 2025
It’s a mistake that’s shockingly common among affluent families. It doesn’t make headlines. However, it does trigger massive tax bills—and it’s costing heirs millions every year.