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.
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.
Estate Planning for High-Risk Occupations
July 17, 2025
For police officers, however, estate planning presents unique challenges and considerations due to the risks inherent in their profession, the need for tailored legal protection, and the complexities surrounding survivor benefits.
Creating Wealth Across Generations with Estate Planning
July 8, 2025
With the Great Wealth Transfer underway, the latest figures from Cerulli (as of December 2024) show that $124 trillion will transfer through 2048, with $105 trillion going to heirs.
How Does Asset Protection Planning Work?
July 3, 2025
Asset protection isn’t just for the wealthy—it’s a practical way to preserve your savings, safeguard your home and shield your family from financial risk.
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.
How Do I Protect My Child’s Inheritance in a Second Marriage?
June 17, 2025
Make sure that you have a will and up-to-date beneficiary designations on all of your bank accounts, life-insurance policies and brokerage accounts.
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.
Will Inflation Have an Impact on Your Estate Plan?
May 15, 2025
A key goal for many people is to leave enough for loved ones to handle future expenses. If prices rise sharply, the same amount of money will buy less of what your heirs need.