5 Reasons to Avoid Probate Court
August 5, 2025
Probate can tie up assets, create delays and drain estate value—many families benefit from planning around it.
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.
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.
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.
What Happens when There’s No Plan for Death
June 6, 2025
Grieving families left confused from coast to coast as assets freeze after loved ones die.
Fashion Designer Takes Uniquely Named Approach to Her Will
May 23, 2025
In a recent Trading Secrets podcast, fashion designer Rebecca Minkoff revealed that she has a special provision in her trust in case she divorces or dies before her husband, Gavin Bellour.
Estate Planning Lessons from Celebrities
May 20, 2025
While it can be easy to assume that celebrities would have airtight estate plans, time and time again Hollywood stars have made costly decisions that could have been easily avoided.
Should You Put Your Home in a Trust?
May 16, 2025
Putting your home in a trust can protect your assets while you’re alive and make the ownership transfer easier after your death.
Managing a House After a Relative’s Death
April 2, 2025
Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.