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wills and trusts
September 14, 2026
Your child is a doctor, lawyer, founder, or other successful professional. Leaving their inheritance outright often feels like the respectful choice, but their success brings risks that direct ownership does not protect against. Here’s when an inheritance trust for adult children can protect what you built without treating a capable adult like a child...
September 8, 2026
You bought life insurance because you wanted the people you love to be protected. But the policy you chose years ago may no longer match the family, finances, or estate plan you have today. Here’s what a life insurance beneficiary review can reveal before your family needs the money…
August 30, 2026
You built your IRA to give your family security and opportunity. But if it passes to a trust, SECURE Act rules can force withdrawals faster while retained income reaches the 37% federal bracket at just $16,000 in 2026. Here's what to review before one form changes what your wealth can do…
August 23, 2026
You did it. You made a will. That matters more than you know. But here's what most families don't realize until it's too late: making a will is the first step in protecting your family, not the last. Here's the checklist that comes next...
August 10, 2026
August is Make-A-Will Month, and if you've been meaning to get your affairs in order, this is your reminder. But before you assume that getting a will means your family is protected, there's something most people don't know about what a will actually does and doesn't do…
August 3, 2026
You've heard the phrase: "Friends don't let friends drive drunk." The same logic applies to estate planning. According to Caring.com, only 24 percent of Americans have a will. For some of the people you love most, you may be the only person in their life who will ever bring this up. Here's how to do it without making it weird, and what to tell them about what real planning looks like…