National Estate Planning Awareness Week: October 20 – 26, 2025
National Estate Planning Awareness Week is a timely reminder that estate planning goes beyond managing wealth. With a good estate plan, you can protect your loved ones and preserve your own quality of life.
Estate Planning Lessons from Celebrity Nightmares
The press has made much of the handwritten will that Larry King executed in the months before he died and in which he purports to change his prior will executed in 2015, to leave his estate equally between his children.
Why Is it Important to Have an Estate Plan?
Whatever stage of adult life you’re at—no matter your net worth—you need a will.
How to Choose an Executor or Trustee?
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
Should I Use a Living Trust in Estate Planning?
I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
Are Childhood Collections Part of Your Estate Planning?
COVID-19 has altered how we spend our time. Most forms of socialization were scaled back or continued virtually. The forced isolation reignited a passion for hobbies and collecting.
Equal Is Not Always Fair When Considering Inheritance
When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They might be hurt anyway.
Every Adult Needs a Will and a Health Care Power of Attorney
A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…
When Did You Last Review Beneficiary Designation Forms?
When it comes to your retirement accounts, do you know who your beneficiaries are? These types of accounts have complex distribution rules and significant tax implications for those who inherit them. This complexity is compounded, if there are errors or missing information on your beneficiary forms, as is often the case. Add to this the game-changer SECURE ACT, the largest retirement legislation that has been passed in decades—and there has never been a more important time to review your beneficiary forms.
Estate Planning Lessons From Warren Buffett
As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer no doubt garnered plenty of interest.
