Review and Update Estate Plan in the New Year
The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.
Why are Inheritance Conversations Necessary?
Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars.
How Lower Interest Rates Can Impact Your Estate
Falling interest rates can influence everything from taxes to wealth transfers. Understanding these impacts helps families adjust estate strategies for long-term stability.
Major Life Events Necessitate Estate Plan Changes
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
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.
October is Special Needs Law Month
The National Academy of Elder Law Attorneys (NAELA) established October as National Special Needs Law Month. It coinsides with World Down Syndrome Awareness Month.
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?
