If you own a small business, your estate plan has two jobs: protect your family and protect the...
October 29, 2025 
When illness or injury makes it hard to manage finances, two fiduciaries can step in: your agent under...
October 26, 2025 
Moving real estate into a revocable living trust is the single most valuable step in funding because it...
August 28, 2025 
For decades, married couples used AB trusts—also called credit shelter or bypass trusts—to make sure each spouse’s federal...
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 
Couples often ask whether to create one joint revocable living trust or two individual trusts. There isn’t a...
July 22, 2025 
If you have been named successor trustee of a revocable living trust, your authority begins the moment the...
July 8, 2025 
When a family member has special needs, estate planning carries two missions: preserve eligibility for needs‑based benefits and...
June 1, 2025 
Families want a single number; lawyers say, “It depends.” For an uncontested estate with organized records, probate often...
April 24, 2025 
If a revocable living trust is the engine of a modern estate plan, the pour‑over will is the...
March 28, 2025 
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