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What are the Biggest Mistakes People Make with Estate Plans?

March 17, 2025
These wills gone wild may be extreme examples of poor estate planning. However, experts explain how easily a will can go to the dogs.
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Elderly Parents Moving in with You

March 16, 2025
Bringing an aging parent into your home requires careful planning to balance their safety, comfort and your family's needs.
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What Beneficiary Expenses Can Be Paid from a Trust?

March 14, 2025
A properly managed trust provides financial support to beneficiaries while protecting assets. However, trustees must ensure that expenses align with the trust’s purpose and legal requirements.
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Why Is Estate Planning Important?

March 12, 2025
Managing and planning one’s estate sounds like a task reserved for the uber-rich. However, that’s a common, and potentially costly, misconception.
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Estate Planning and the Business Side of Hugh Hefner

March 11, 2025
When America's original playboy, Hugh Hefner, passed away in 2017, he left behind more than just an iconic brand—he also left a carefully structured estate plan designed to preserve wealth, maintain control and impose discipline on his heirs.
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Consider a Post-Nuptial Agreement for a Gray Marriage

March 7, 2025
Later-in-life marriages bring unique financial and legal challenges. A post-nuptial agreement can protect both spouses, while preserving family assets and expectations.
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Irrevocable Life Insurance Trusts for High-Net-Worth Estate

March 6, 2025
An irrevocable life insurance trust (ILIT) protects high-net-worth estates by reducing tax liability and ensuring a structured transfer of wealth.
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What Does a Special Needs Trust Pay?

March 4, 2025
A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.
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Can Medicaid Take My Home?

March 3, 2025
Medicaid estate recovery can place a home at risk after the recipient’s death. However, proper planning can help protect family property.
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Long-Term Care Planning for Aging Parents

March 2, 2025
Planning for long-term care ensures that your aging parents receive the support they need, while protecting their financial security and preserving family peace.
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