Your beneficiary designations move more money than your will. Retirement accounts, 401(k)/IRA, life insurance, and TOD/POD accounts pass...
April 28, 2024 
When clients ask whether they should sign a revocable living trust or a last will and testament, the...
April 28, 2024 
Creating a revocable living trust is only half the job. The other half—funding the trust—is what actually delivers...
March 12, 2024 
When a loved one dies, someone must take the legal helm of the probate estate. In most states...
March 8, 2024 
Estate planning is not only paper; it is people. The best documents fail if the wrong person sits...
February 14, 2024 
Revocable living trusts are powerful—but they attract persistent myths. Here are the ten I hear most, with straight...
November 28, 2023 
A revocable living trust only delivers its top benefits—avoid probate, maintain privacy, and provide incapacity continuity—if you fund...
November 28, 2023 
“Can we just sign one will together?” It sounds tidy, but joint wills create more problems than they...
October 28, 2023 
In a second marriage, good intentions are not a plan. If you leave everything outright to a spouse,...
June 28, 2023 
For many, preparing an estate plan can seem like a complicated and daunting process. Last wills, living wills...
November 4, 2022 
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