Estate Planning Blog

Estate planning professionals agree that the upcoming 2026 changes create an opportunity for thoughtful updates rather than urgent or drastic overhauls.

Living trusts can offer flexibility, privacy and control when they are properly integrated into a broader estate plan.

After the Estate opened, next of kin was notified and an heir search company even appeared to point out other extended cousins who may be parties of interest.

The SECURE Act 1.0 and 2.0 introduced updated rules for IRA distributions, which apply if the owner of the account passed away in 2020 or later.

While carrying out someone’s final wishes can be challenging, there’s a proper way to manage these important duties and be viewed as a ‘good’ executor.

After Kevin’s dad died unexpectedly without a will, he’s left wondering if he’s obligated to give a share of the estate to dad’s long-time girlfriend.

When you cross state lines, your estate plan may no longer work the way you intended, even if nothing in your personal life has changed.

Many people believe that writing a will is enough to keep their estate out of probate. However, in reality, a will often guarantees that your estate must go through the court process.

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone.