Estate Planning

Effective legal and financial planning for seniors with active lifestyles requires more than a traditional estate plan. Specialized documents can better address the risks of injury, temporary incapacity, and logistical issues that may arise during short-term disruptions while away from...

Even a well-drafted trust can fail to work the way the grantor intended. Laws change, family circumstances evolve, assets move in and out of the trust, and trustees make mistakes. The good news is that "irrevocable" does not always mean untouchable.

When inheriting property, heirs have tough choices: keep it, sell it for cash and investment freedom, or use smart financial strategies to manage the asset and cut down on taxes.

Removing a trustee is a serious step that can be costly and time-consuming. However, it may become necessary when a trustee's actions (or lack thereof) threaten the integrity of the trust.

Tucked into the One Big Beautiful Bill Act (OBBBA) enacted in July 2025 is a new savings program designed to give American children a financial head start.

The ultrawealthy provide insights about how to use trusts to transfer and protect wealth and how to have money conversations with heirs.

As boomers live longer, spend more in retirement, and hold onto their homes, many younger adults are discovering that the inheritance they hoped would help level the playing field isn't coming, or will be far smaller and far later than expected.

The 'affordability crisis' is fueling a surge in financial elder abuse, including 'inheritance impatience' and 'inheritance preservation' schemes. Pushed to their financial limits, adult children are asking parents to hand over their wealth early, or to stop spending it.

As the median cost of a funeral in the United States, including viewing and burial, reaches more than $8,000, new findings reveal that one in three Americans are taking on debt to cover a loved one's funeral expenses.