Trump Tariff Threats Upset Estate PlansPresident Trump’s tariff talk could significantly affect the value of your estate, from businesses to stock portfoliosJune 30, 2025
Hand Down the Family Business but Keep a Hand InSkip-generation entrepreneurship combines the wisdom of business founders with the energy and tech savviness of their grandchildrenJune 17, 2025
How to Run a Successful Estate SaleLosing two friends led me to start an estate sale business: here’s what I’ve learnedMay 22, 2025
Surviving Survivor BenefitsAre you sure your legal documents and financial accounts reflect the wishes of you and your spouse in terms of benefits and who inherits what?May 7, 2025
'What I Learned About Survivor Benefits After My Husband Died'Survivor benefits can be complex, even if you don’t think you have a complicated financial situation. This is the story of one widow’s experience.May 7, 2025
Estate Plan Crisis: What To Do When Your Parents Won't CommunicateAndré is the oldest of four siblings, facing a responsibility none of them want, with little information from their parentsDecember 2, 2024
Consider the Financial Implications of a Full HouseHow to protect everyone’s assets in rapidly growing multigenerational living arrangementsNovember 29, 2024
Break the Wealth CurseFamily fortunes that took decades to amass are often lost by the third generationNovember 12, 2024
Estate Planning for May-December CouplesMarriages with a significant age gap between partners can benefit from a discussion about shared goals and individual needsSeptember 5, 2024
Do You Trust Your Trust Documents?Leaving an asset out of a trust, whether it’s an old crypto account or a new car, could force your heirs into Probate CourtJuly 8, 2024
How to Leave a Legacy ScholarshipThere are many ways to touch a life, even after you’re goneMay 14, 2024
Putting My Affairs in OrderAcquiring a coffin and disposing of possessions in anticipation of the inevitableApril 10, 2024
The Talk Over-50s Should Have Before Tying the KnotGetting married in middle age or beyond is not only a significant personal milestone, it’s also one of the biggest financial decisions of your lifeMarch 14, 2024
6 Ways to Save Your Heirs from a Painful ProbateCollect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find themJanuary 9, 2024
3 Ways to Help Your Heirs Avoid ProbateA little planning ahead and some time with an estate lawyer or a computer program can save a lot of anguish and money down the roadJanuary 8, 2024
Before Naming Trustees, Get Their ConsentThe person you choose to inventory and distribute the assets of your estate should not learn that fact while deep in griefDecember 22, 2023
Are You Prepared for Death?A former award-winning TV news anchor wants you to learn from her mistakesDecember 21, 2023
How to Make Your Business Outlive YouLosing the founder or long-time owner of an enterprise can leave the business adrift and shatter family relationships, but it doesn’t have to be that wayDecember 12, 2023
The Chaos of Not PlanningHow two financial planners unexpectedly found themselves navigating the health care system for aging family membersSeptember 8, 2023
Charitable Giving After You're GonePlanned giving enables you to control your wealth while you are living and enables your favorite charities to thrive after you have passed onSeptember 1, 2023
Giving the Gift of LandConservation-based estate planning keeps land natural and intact for future generationsAugust 28, 2023
Where’s Your Heir?Locating missing heirs after the death of their benefactor can require detective work worthy of Sam SpadeJuly 3, 2023
Do Your Heirs a FavorDecide now what you want to do with the family home after you are gone — and then write it down and update as necessaryFebruary 13, 2023