Watch Our Estate Planning Masterclass

Should I Use a Special Needs Trust?

Estate Planning for unmarried couples and non-traditional families

A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.

Why You Need a Digital Asset Estate Plan?

Will and Revocable Trust updates

…Ajemian’s account became the source of a nearly decade long legal battle that raised a salient question: Who can access your digital accounts after your death?

Who Should Be Your Executor?

Why Consider a Prenup before Your Wedding?

An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.

The Future of Your IRA and How the SECURE Act Changed the Rules

Secure Act

The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.