Trusts

family having breakfast at the dinning room table, all in harmony and discussing a serious manner. the grandpa is talking and everyone is sitting around him listening.

Can Love (or Greed) Break a Trust? How to Prevent Disputes After You’re Gone

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a grandma, a daughter, and granddaughter all hugging- showing the three generations and they are all laughing and smiling.

Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your Family

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Important Legacy Questions You Should Answer in Your Estate Plan

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Did Matthew Perry get his estate planning right? The answer might surprise you.

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Game Plan for the Big Day: Why Estate Planning Is the Super Bowl of Financial Security

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a picture of an estate and underneath it there is a tax form

Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?

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a picture of two wedding rings- one golden band and one diamond band and there is a couple in the background with divorce paperwork.

Estate Planning During Life Transitions: Marriage, Divorce, and Parenthood

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in the middle there are the letters AI and then surrounding it there are different things that use AI now such as images, our brain, websites, computers, etc.

Beyond Algorithms: The Irreplaceable Value of Human Touch in Estate Planning

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a house with transparent money signs surrounding it showing the digital assets within the house/trust

The Importance of Digital Assets in Modern Estate Planning

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Protecting Your Digital Assets: Estate Planning and Avoiding Holiday Scams

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Is it Time to Let Go of Those Old Documents?

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Add An Estate Plan to Your Christmas List

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an image with a key on a document that says your life insurance policy

Be Careful Relying on Life Insurance to Provide for Loved Ones

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a set of parents with their young child who is sitting on the dads back in their living room. thinking about their estate plan for their daughter

Year-End Estate Planning: Key Steps to Protect Your Family and Assets

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couple looking at a piece of paper and their computer having a serious discussion

Have You Checked Your Beneficiary Designations Lately?

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two parents hugging their child

Should Your Child’s Guardian and Trustee Be the Same Person?

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Artificial Intelligence app open on a computer

Can Artificial Intelligence Programs Write Basic Estate Planning Documents?

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couple picking out a trustee, agent, and executor under power of attorney

How to Pick a Trustee, Executor, and Agent under a Power of Attorney

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Won’t My Spouse and Kids Inherit Everything When I Die?

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Four Things Your Spouse Should Know Before You Die

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