You might assume your children will get along when the time comes to divide your estate. Maybe they’ve never had a serious argument, or you believe they would never fight over money. But the truth is, even close families can face unexpected tension when emotions are high and plans are unclear. Estate disputes among siblings … [Read More]
Trusts in Estate Planning: Separating Fact From Fiction
When you hear the word “trust,” you might picture something mega-millionaires use to pass down generational wealth. In fact, that’s one of the most common myths about estate planning. Actually, trusts aren’t just for the ultra-rich. They’re practical tools that can help you protect your assets, provide for loved ones, and make your wishes crystal … [Read More]
Inheritance Planning Procrastination: Incapacity Is Looming
A survey that was conducted to gauge the inheritance planning preparedness of Americans asked a series of specific questions. In so doing, they found that most individuals who are not prepared know that this is an important responsibility. Many of them have not acted because they think they can always do it later when they … [Read More]
Wills, Trusts, and TikTok? Estate Planning for Gen Z
You may not think estate planning matters when you’re in your twenties or early thirties. After all, you might still be paying off student loans, renting your first apartment, or building your side hustle. But if you have any assets, whether it’s a savings account, a car, or even a growing TikTok following, then it’s … [Read More]
Can an Irrevocable Trust Be Changed?
The word “irrevocable” might sound like a dead end, but that’s not always the case. While an irrevocable trust is generally designed to be permanent, there are ways to modify this type of trust under the right conditions. If you’re dealing with a trust that feels like it no longer fits your family’s needs, don’t … [Read More]
How Does a Generation-Skipping Trust Work?
When your assets exceed the exemption amount ($13.99 million in 2025), estate taxes can significantly erode your legacy as wealth moves between generations. As a response, you could consider a generation-skipping trust (GST) to ease the burden. Let’s look at the details. What Exactly Is a Generation-Skipping Trust? A generation-skipping trust is a specialized trust … [Read More]
Tools in the Kit: Exploring Different Types of Trusts
Choosing the right trust can significantly enhance your estate plan, protect your assets, and ensure your wishes are honored. With various trusts available, understanding each type can help you select the best tool for your specific needs. Let’s explore some of the most common trusts and how they can benefit you. Revocable Living Trust A … [Read More]
Longevity Stats Underscore the Need for Medicaid Planning
Advancements in healthcare and living standards have led to increased life expectancy in the United States. As of 2025, the average life expectancy is approximately 79 years, with men expected to live around 76 years and women about 81 years. This includes people who pass away at all ages, even children and young adults. If … [Read More]
Estate Planning Considerations When Remarrying
Remarriage is an exciting new chapter in life, but it also brings unique estate planning challenges. If you have children from a previous marriage and/or substantial assets, taking proactive steps ensures your loved ones receive the protection they deserve. Updating Beneficiary Designations Even if you do not have a full estate plan in place, you … [Read More]
Incapacity Planning: Consider the Potential Impact of Alzheimer’s Disease
Everyone is aware of the existence of Alzheimer’s disease, but a lot of people do not fully understand the threat that it poses. We all know that Alzheimer’s causes dementia, but it is also the sixth leading cause of death in the United States. Let’s look at the impact from an elder law and incapacity … [Read More]
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