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 
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 
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 
Not every estate needs the full machinery of probate. Many states allow small‑estate affidavits or summary probate procedures...
July 6, 2025 
A good obituary and a well‑planned memorial service do the same work from different angles: they tell the...
July 1, 2025 
When a family member has special needs, estate planning carries two missions: preserve eligibility for needs‑based benefits and...
June 1, 2025 
Families often ask whether they should prepay funeral expenses. The answer depends on what you’re buying and why....
May 28, 2025 
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