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Wills
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…
July 26, 2026
The federal government is depositing $1,000 into savings accounts for every baby born between January 1, 2025 and December 31, 2028. The account is called a Trump Account, contributions opened July 4, 2026, and most families have not yet taken the step to claim it. Here is what it is, how to open one, and what it means for your family's plan…
July 19, 2026
You've raised it before. Your spouse keeps saying "not now." But every week that passes without a plan is a week your family's future depends on chance instead of intention. Here's what to do when you're not on the same page, and what you can start doing today…