If you own a small business, your estate plan has two jobs: protect your family and protect the...
October 29, 2025 
“Should I set up a trust?” The useful counter‑question is “Which trust for which job?” For most U.S....
October 16, 2025
Your financial life lives in the cloud as much as in a filing cabinet. Email is the inbox...
August 28, 2025 
Short answer: yes—you still need a will, even if you’ve created a revocable living trust. The will you...
August 28, 2025 
Estate planning is not only about what happens when you die; it’s also about who can act when...
August 4, 2025 
An estate plan is not a time capsule. People marry and divorce, move states, switch banks, change beneficiaries,...
July 29, 2025 
When a family member has special needs, estate planning carries two missions: preserve eligibility for needs‑based benefits and...
June 1, 2025 
Estate planning for unmarried couples is about filling the legal gaps that marriage would otherwise cover by default....
March 2, 2025 
When parents ask how to choose a guardian, what they really want is confidence—confidence that the right person...
September 2, 2024 
Estate planning is not only paper; it is people. The best documents fail if the wrong person sits...
February 14, 2024 
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