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Blog
- 2026
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2025
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December
- Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Is Indispensable for Business Owners
- 12 Estate Planning Steps to Take This Holiday Season
- Rewarding Employees: Selling Your Business Through an MBO or ESOP
- National Regifting Day: Regifting for Your Future
- Retirement Planning for Business Owners
- Estate Planning Facts for the Holiday Season
- November
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October
- Avoid These Common and Expensive Mistakes: How to Leave Assets to Minor Children
- Do It Now: Name a Guardian for Your Minor Children
- Treating Children Fairly Does Not Necessarily Mean Equally
- New Baby? Time to Create Your Estate Plan
- Plan Smart, Live More: Test Your Estate Planning IQ!
- Your Family Is Not One-Size-Fits-All; Your Estate Plan Shouldn’t Be, Either
- Have You or Your Loved Ones Used These Excuses to Avoid Estate Planning?
- Why You Should Work with a Certified Elder Law Attorney — Not Just Rely on AI
- What to Do When You Do Not Own What You Think You Own
- What to Do After a Loved One Dies
- 12 Estate Planning Blunders You Cannot Afford to Make
- The True Cost of Inheriting a Home
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September
- How a Directed Trust Can Change Everything
- How to Make Your Inheritance Last
- Do I Need a Will or a Trust?
- National Centenarians Day: Planning for a Longer Life (and Legacy)
- Estate Planning Truths: Debunking Common Misconceptions
- Stepfamily Day: Smart Estate Planning for Blended Families
- Happy National 401(k) Day!
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August
- How to Help Your Loved Ones (and Your Life Savings) Avoid Probate
- 3 Simple Ways to Avoid Probate Costs
- Help! This Probate Is Taking Forever!
- In Memoriam: 2025’s Losses and the Importance of Estate Planning
- From Game Shows to Estate Plans: Insights from Regis Philbin
- Like These Celebrities, You Need an Estate Plan, Too
- Planning Beyond the Ring: Estate Insights from George Foreman
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July
- It’s Never Too Early — Or Too Late — to Start Estate Planning
- Your Family Deserves Clarity
- Adding Toppings to Your Estate Plan
- Do Not Leave Your Loved Ones with a Sticky Mess
- Estate Planning Tips to Scoop Up for National Ice Cream Month
- Own a Home? Read This Before It’s Too Late
- After a Loss, Legal Help Matters
- The Lifetime QTIP Trust
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June
- How to Protect Your Family When You and Your Spouse Work in the Same Business
- Estate Planning Strategies to Protect Your Spouse
- Your Divorce Decree: The First Step in Estate Planning
- How to Minimize the (Voluntary) Federal Estate Tax with Portability
- Surprise! You Cannot Easily Disinherit Your Spouse.
- May
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April
- Spring Cleaning for Seniors 65+: Organizing Your Documents
- April Showers Bring May Flowers: What Do Your Estate Planning Documents Say About You?
- Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?
- Choosing the Ideal Trust for Your Wishes
- How Do You Want to Leave Your Money Behind?
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March
- Myths and Frequently Asked Questions
- The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
- Caution: Your Traditional Asset Protection Plan Is Set Up to Fail
- Ensure That Your Loved Ones Call the Right Doctor
- Who Is Part of Your Professional Team?
- Spring Cleaning: Lists You Need to Get Your Affairs in Order
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February
- Money Isn’t Everything in Estate Planning
- Estate Planning That Expresses Who You Are
- Important Legacy Questions You Should Answer in Your Estate Plan
- Love and Estate Planning Go Together Like a Horse and Carriage
- Maximize Tax Benefits and Protect Your Spouse with a Qualified Terminable Interest Property Trust
- Appointing Your Legacy: A Guide to Using a General Power of Appointment Trust to Protect Your Spouse
- Myths and Frequently Asked Questions
- Your Post-Honeymoon Legal Checklist
- Why Joint Ownership Should Not Be the Go-To Plan for Newlyweds
- January
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December
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2024
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December
- New Year’s Eve Trivia and Fun Facts
- Estate Planning Is a Great Way to Help You Celebrate the Holidays
- It Is Okay to Ask for Help
- How to Choose the Initial Trustee of Your Trust
- What to Do with Grandma’s Ring: Dividing Personal Property in an Estate
- How to Choose a Conservator for Yourself
- Do It Now: Name a Guardian for Your Minor Children
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November
- Should Your Child’s Guardian and Trustee Be the Same Person?
- Left Out of Your Parent’s Estate Plan? What You Need to Consider
- Reviewing Your Estate Plan after the Death of a Loved One
- How to Make Your Inheritance Last
- 3 Tips for Every New Homeowner
- How Are My Business Documents Relevant to My Estate Plan?
- How Do You Define the Beneficiaries of Your Dynasty Trust?
- How to Pick a Trustee, Personal Representative, and Agent under a Power of Attorney
- Will My Revocable Living Trust Avoid Probate? It Depends.
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September
- Myths and Frequently Asked Questions Planning for Blended Families
- Won’t My Spouse and Kids Inherit Everything When I Die
- The Perils of Joint Property
- Four Things A High School Senior Needs to Know Before Graduating
- Does a Young Adult Need a Will?
- High School Seniors Can Use a Starter Estate Plan
- 5 Tragic Mistakes People Make When Leaving an Inheritance to Their Pets
- 3 Famous Pet Trust Cases and the Lessons We Can Learn from Them
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August
- Frequently Asked Questions Planning for Pet Parents
- A Trust for Fluffy or Fido?
- Debunking Common Misconceptions About Wills
- Could a Will Be Right For You?
- Why Snow White’s Father Should Have Had an Estate Plan
- Are You Ready to Celebrate National Make-a-Will Month? Empower Yourself with Peace of Mind This Month
- To the Millennials: The Time to Plan Is Now
- Things to Know When Planning for an Addicted Loved One
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July
- Sun, Sand, and Succession: Estate Planning Tips for Your Vacation Property
- Estate Planning Is About Knowing Your Priorities
- From Field to Heirloom: Strategies for Passing Down Sports Memorabilia in Your Estate Plan
- Don’t Let Your Estate Plan Go Up in Smoke
- Are You Ready to Move Away from Home?
- Ballots to Beneficiaries: How Potential Presidential Policies Could Shape the Future of Your Estate Plan
- Wrongful Death and Probate
- Who Should You Name as a Beneficiary?
- What Is Next for Your Estate Plan?
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June
- Do You Have Enough Life Insurance?
- Corporate Transparency Act Update
- Important Things to Know About Life Insurance to Enhance Your Estate Plan
- What You Can Learn from the Leno Conservatorship Proceedings
- The Long-Term Care Insurance Game
- Navigating the Fiscal Year 2025 Greenbook: Key Trust and Estate Tax Proposals
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May
- What You Need to Know About Self-Canceling Installment Notes
- What Happens to An Adult Child Living at Home When Their Parents Pass Away?
- What Does SECURE 2.0 Have to Do with 529 Plans
- What Can I Not Do as Trustmaker and Trustee of a Revocable Living Trust?
- Qualified Domestic Trusts: Your Jumpstart to Protecting Your Noncitizen Spouse
- Lucille Ball: Dangers of Being the First to Die
- Estate Planning Lessons We Can Learn from These Famous Moms
- Aretha Franklin: Too Much Estate Planning
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April
- Who Should Be the Trustee of a Third-Party Special Needs Trust?
- Passing the Torch: Smart Business Succession Strategies
- What You Need to Know about the Generation-Skipping Transfer Tax Returns
- Estate Administration Details that TV and Movies Get Wrong
- The Power of Purpose: Unveiling the Impact of Charitable Giving
- Let’s Do the Math: How Does the Generation-Skipping Transfer Tax Work?
- Don’t Let This Crucial Question Derail Your Estate Plan
- What to Do When a Disability Throws Your Estate Plan into Chaos
- Legacy Insights: Navigating the Generation-Skipping Transfer Tax
- Demystifying Probate and the Personal Representative’s Role
- Who Will Care for Your Child When You Cannot?
- What Happens to Real Estate With a Mortgage When I Die?
- March
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February
- What You Should Know about Life Insurance Settlements
- Has Developed Unique Hospice Inclusion Programs Guest Blogger- Susan Z. Robins of Dignity Hospice™
- Important Questions Your Estate Planning Attorney Will Ask You
- I’m exhausted from caring for my loved one. What can I do to ease the stress? Guest Blogger- Susan Z. Robins of Dignity Hospice™
- Why the Knives May Come Out at Death
- Who benefits from hospice care? Guest Blogger- Susan Z. Robins of Dignity Hospice™
- Do Not Leave Your Trust Unprotected: 6 Ways a Trust Protector Can Help You
- What is Hospice? Guest Blogger- Susan Z. Robins of Dignity Hospice™
- Tax Season Is Just around the Corner
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January
- New Business Succession Strategy: The Purpose Trust
- January Is National Mentoring Month: Three Creative Ways to Use the Estate Planning Process to Be a Mentor
- Hunt for Happiness Week: Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones
- Case Study: How Concerned Should You Be about Estate Tax Issues?
- If You Own Any of These Assets, You Need to Watch Their Value
- The Countdown Begins: Will We Keep the $10 Million Exemption?
- Could a Testamentary Trust Be What Your Loved Ones Need?
- How Does a Testamentary Trust Work?
- Testamentary Trusts: The Best of Both Worlds
- Decanting: How to Fix a Trust That Is Not Getting Better with Age
- 5 Good Reasons to Decant a Trust
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December
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2023
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December
- 3 Examples of When an Irrevocable Trust Can—and Should—Be Modified
- Do Not Leave Your Trust Unprotected: 4 Ways a Trust Protector Can Help You
- Don’t Forget to Tell Them How to Share
- Sometimes Stuff Is the Most Important Part of Your Estate Plan
- Who Will Care for Your Pet?
- NINE PRACTICAL TIPS FOR NAVIGATING THE NEW ESTATE PLANNING LANDSCAPE
- How You Can Show Your Four-Legged Pals Some Love
- 7 Things You Need to Do Now to Protect Your Beloved Pets
- Can Artificial Intelligence Programs Write Basic Estate Planning Documents?
- Could a Testamentary Trust Be What Your Loved Ones Need?
- Was Your Loved One a Book Lover? Think Twice Before You Throw Them Out
- You Can Benefit from Giving Gifts
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November
- What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?
- Four Things Your Spouse Should Know Before You Die
- Difference Between Transfer on Death and Payable on Death Designation
- Collecting Debts on Behalf of Your Deceased Loved One
- Bills and Services to Cancel—and Keep—When a Loved One Dies
- What Happens to My Leased Car If I Die Before the Lease Term Ends?
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October
- How the Employee Onboarding Process Can Affect Your Estate Plan
- How Far in Advance Can I Begin My Estate Planning?
- Four Things to Make Your New Job a Success
- Snowbirds: What You Need to Know about Renting Out Your Property
- Considerations Before Heading South for the Winter
- Three Important Concerns Self-Employed Individuals Should Address
- How Business Executives Can Set and Meet Their Estate Planning Goals
- Questions to Ask When Hiring a Fiduciary
- Have You Thought Through Your Retirement Plans?
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September
- Hunger Action Month
- National Grandparents Day: Three Things to Consider Before You Make a Gift to Grandchildren
- Use National Self-Care Month to Care for Your Future
- Why Unmarried Partners Should Care about Estate Planning
- The Estate Planning Tool Kit for Unmarried Partners
- Planning Considerations for Unmarried Partners
- Who Should I Choose to Be Successor Trustee?
- Who Should Be Your Successor Trustee?
- The Importance of a Successor Trustee
- Things You Need to Know as Successor Trustee
- Three Steps You Can Take Now to Protect Your Artistic Legacy
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August
- How to Choose a Trustee
- Back to School: Time to Protect Your Child’s Future
- Five Mistakes Successor Trustees Make (and How to Prevent Them)
- Four Things to Consider When Using a Continuing Trust
- Three Types of Trusts to Plan for Minor Children and Grandchildren
- Preserving Your Money and Property Beyond the Third Generation
- Make Gifts That Your Family Will Love but the IRS Won’t Tax
- Are You Single with a Minor Child? If So, You Need a Plan
- Estate Planning Checklist to Facilitate Multigenerational Wealth Transfers
- Fears When Talking about Money
- 5 Tips for Avoiding a Will or Trust Contest
- The Harmonious Family that Won’t Fight? The Outcome May Surprise You
- Informing Your Heirs about your Estate Plan
- Pooled Trust Update:
- Do You Update Your Estate Plan as Often as Your Resume?
- An Estate Plan Should Not Be a Set-It-and-Forget-It Endeavor
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July
- Treating Children Fairly Does Not Necessarily Mean Equally
- Don’t Do It: Giving Your Assets to Your Children Now Can Cause Serious Problems
- IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die
- How Can I Prevent My Children from Fighting Over My Belongings After I Die?
- How to Leave Assets to Adult Children
- Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children
- 5 Things Every New Mother Needs to Know About Wills
- Do It Now: Name a Guardian for Your Minor Child(ren)
- New Baby? Time to Create Your Estate Plan
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June
- Myths and FAQs – Young Adults
- HIPAA: An Overview for Young Adults
- Happy 18th Birthday! Now What?
- Have You Thought Through Your Retirement Plans?
- Ways the Administration Wants to Modify the Tax Rules for Certain Trusts
- Three Improvements the Administration Wants to Make Regarding Administration for Trusts and Decedents’ Estates
- What the Administration’s 2024 Revenue Proposals Mean for You and Your Estate Plan
- Important Estate Planning Considerations for LGBTQ Couples
- LGBTQ+ Estate Planning to Protect Yourself and Your Loved Ones
- Important Questions to Ask When Investing in a Vacation Property
- Does My Estate Plan Need to Include My Vacation Property?
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May
- Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!
- Is Your Estate Plan as Stale as Last Week’s Ham Sandwich?
- Wondering Whether You Need to Update Your Estate Plan? Yes, You Do, and Here’s Why
- Stress Test Your Estate Plan
- Continuing with May Mental Health Month
- May is Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety
- Have You Outgrown Your Estate Plan?
- Infusing the Principles of Etiquette into Your Estate Plan
- Important Probate Rules You Should Know
- Types of Life Insurance and How They Can Be Used in Estate Planning
- Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
- What You Should Know about Life Insurance
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April
- Wills, Trusts & Dying Intestate: How They Differ
- Important Issues to Address Before You Leave on Vacation
- Wills vs. Trusts: A Quick & Simple Reference Guide
- Three Tips for Overwhelmed Personal Representatives
- Revocable Trust vs. Irrevocable Trust: Which Is Best for You?
- The Pros and Cons of Probate
- Your Planning Team for Your Next Adventure
- Estate Planning: 3 Reasons We Run the Other Way
- Why a Trust Is the Best Option to Avoid Probate
- March
- February
- January
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December
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