Estate Planning Resources
Practical guidance on wills, trusts, probate, business succession planning, and protecting the people and businesses you care about most.
Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
Picture this: you've just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, maybe your financial advisor drafted it for you for a nominal fee while creating your financial plan. These options promise ease and convenience and at a [...]
The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the people you love? That's the reality many American families face when thinking about the estate tax – sometimes called [...]
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right) Imagine this: something unexpected happens, and you're suddenly unable to care for your children. It's a parent's worst nightmare. In this situation, you'd want to know that your kids will be loved, cared [...]
The $700 Million Mistake
Why an Asset Inventory Is an Essential Part of Your Estate Plan Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, a computer engineer from Wales, who has now spent more than a [...]
The Unexpected Challenges of Being an Estate Executor
The Unexpected Challenges of Being an Estate Executor When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets according to their will and handle some paperwork. However, as many executors discover, the role involves far more complexity, time, and [...]
Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential
Why Reviewing Your Trust Regularly Isn't Optional—It's Essential You've taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes are known and honored, and you do not want to [...]
Gene Hackman’s Estate: A Wake-Up Call
Gene Hackman's Estate: A Wake-Up Call The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for everyone - married couples especially - regardless of your net worth. Whether you have significant assets or just want to ensure [...]
Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven't created a will or trust or updated the estate plan you do have? As we enter 2025, [...]