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Second Marriage? Here’s How to Plan for Your Spouse and Your Children

You have made room in your life for love again. There are new routines, more birthdays to remember,...

Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?

You bought the policy because someone depends on you. That was an act of care, even if it felt...

Spouses With a Joint Trust: What Happens If You Die Days Apart?

You and your spouse planned for one of you to carry on. You named each other as beneficiaries and...

Should You Leave an Inheritance in Trust for Adult Children?

Your daughter is a physician with a growing practice. Your son is an attorney on the path to...

You Have Life Insurance. Here’s What Your Family Actually Needs

You bought the policy when your first child was born. You chose an amount that felt enormous, named...

Your Trust Could Reach the 37% Tax Bracket at Just $16,000

You did the work. You saved for retirement, signed a trust, and named beneficiaries because you...

You Made a Will. Here’s What It Can’t Do

You did it. Maybe Make-A-Will Month finally moved it to the top of your list. Maybe you’ve...

The Cosby Show Made Him Famous. His Estate Plan Failed His Family

When we heard about Tenisha Warner’s lawsuit, our first thought wasn’t about the...

Make-A-Will Month Is Here. But a Will Isn’t a Plan

A family called us after losing their mother. She had a will, properly signed and perfectly valid....