Lifetime trusts (living trusts) let a grantor set rules that control how and when beneficiaries receive...
Updating beneficiary designations makes sure your accounts and policies go to the people you intend after...
Designing liquidity for estate taxes means planning so heirs have cash available to pay taxes and settlement...
Cross-state estate issues arise when state law differences change how your will, trust, or property are...
Simplified probate lets heirs settle modest estates faster and with less court involvement. Understanding...
Trust protector provisions give a named person or entity limited powers to adjust, oversee, or correct...
A family governance letter documents a family’s values, decision rules, and procedures for handling wealth...
Timing lifetime gifts around changes in the federal estate tax exemption helps protect wealth by moving...
Planning ahead for medical debt helps preserve estate value and avoids surprises for your heirs. Proactive...
Estate planning for same-sex couples ensures partners’ wishes are honored for inheritance, medical decisions,...