Estate Plan

April 6, 2026
A man and woman watch the sunset on the beach.

Estate Planning for Unmarried Couples: Protecting the Person You Love

Your partner could be barred from your hospital room - not by hospital policy, but by law. Without a marriage certificate, the person you love most may have no legal authority over your health, your home, or anything you've built together. Here's what unmarried couples need to know...
March 30, 2026
A family of four walks in the woods amidst bare trees.

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…
March 15, 2026
A black and white image of a family from behind on the beach.

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…
March 9, 2026
Two people play on the beach.

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…
March 2, 2026
White binders stacked on top of each other.

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…
February 22, 2026
One hundred dollar bills.

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…