What Does an Executor Really Do?
April 7, 2026
Most people name an executor in their will and move on without giving it much thought. It feels like a simple decision. Choose someone you
7 Issues That Complicate Putting Your Children’s Names on Bank and Stock Accounts For Inheritance Purposes
April 7, 2026
Many people who want to avoid probate look for simple shortcuts. One of the most common ideas is adding a child’s name to a bank
Estate Planning Still Matters—Here’s Why
August 4, 2025
The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the threshold to remain permanently high—but that does not take estate planning off your to-do list.
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.
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.
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.
What Estate Planning Documents are Needed for a Smooth Transition?
July 1, 2025
As the baby boomer generation ages, they will pass savings and assets on to their children, grandchildren and charitable organizations.
What Is the Best Way to Pass Property to Heirs?
June 30, 2025
Estate planning may not be at the top of anyone’s list of fun family activities. However, it can be an opportune time to discuss what’s best for the shared family home.
Can You Prevent a Will from Being Contested?
June 27, 2025
How can I organize my estate so there is little or no potential for my will to be contested?
Fair vs. Equal: How to Leave an Inheritance that Reflects Family’s Needs
June 25, 2025
A truly fair inheritance isn’t always about giving each child the same amount—it’s about making thoughtful decisions that reflect each heir’s situation, role and relationship.