25

Aug

Why a Trust for Your Child Should Mature with Your Child

From the moment a child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, choose the best schools with care, offer guidance through adolescence, support their career ambitions, and watch with pride as they build lives of their own. That...

View More

25

Aug

How to Help Your Loved Ones (and Your Life Savings) Avoid Probate

Today, many people choose a revocable living trust as the foundation of their estate plan, often in place of a will, joint ownership, or beneficiary designations. When set up correctly, a trust can bypass the expensive, public, and often time-consuming court processes of conserva...

View More

25

Aug

Estate and Gift Tax Changes Are Here: What They Mean for Your Planning

The world of estate planning is always shifting, but 2025 has brought important clarity. New legislation affecting estate and gift tax exemptions is reshaping planning strategies for wealthy individuals and families. Here's what you need to know—and how to take advant...

View More

25

Aug

Estate Planning Tips to Scoop Up for National Ice Cream Month — Do Not Leave Your Loved Ones with a Sticky Mess

There is nothing quite like ice cream on a warm summer day served just the way you like it. You are outside, maybe on a shaded bench or strolling down the boardwalk, sun on your face with a light breeze cutting the heat. The cone is crisp, the flavor is superb, and the topp...

View More

25

Aug

Estate Planning Tips to Scoop Up for National Ice Cream Month — Different Flavors of Transferring Your Money and Property Outside of Probate

It is summertime, and the living is easy. Maybe you spent the day out on the boat, at the beach, or at home relaxing in your most comfortable lounge chair. As the sun sets, you have a hankering for a sweet treat and decide to get some ice cream—a no-brainer in July, N...

View More

25

Aug

Estate Planning Tips to Scoop Up for National Ice Cream Month — Adding Toppings to Your Estate Plan

As much as Americans love ice cream, our tastes run pretty plain. Vanilla, chocolate, and strawberry consistently dominate “Top 5” flavor lists. 1When we add toppings, we usually reach for the familiar—sauces, nuts, and sprinkles. Some people go for bolder...

View More

25

Aug

Planning for the Unthinkable: Essential Tools for Parents of Minor Children

Did you know that roughly 75% of Americans don't have a basic will 1? Even more concerning is that many of these individuals have children under the age of 18, leaving their families vulnerable to unnecessary legal complications and uncertainty. Estate planning is often mis...

View More

25

Aug

Caution: Your Traditional Asset Protection Plan Is Set Up to Fail

With rising housing costs and the appeal of shared financial responsibilities, more people are considering co-owning a home with someone other than a spouse—such as a friend, relative, or significant other. While this arrangement can offer financial and lifestyle benefits...

View More

25

Aug

Should You Buy a Home with Someone Other Than a Spouse?

With rising housing costs and the appeal of shared financial responsibilities, more people are considering co-owning a home with someone other than a spouse—such as a friend, relative, or significant other. While this arrangement can offer financial and lifestyle benefits...

View More

25

Aug

Do It Now: Name a Guardian for Your Minor Children

We know it is difficult, even horrific, to imagine someone else raising your children. However, you must consider who you would choose to fill this important role. Otherwise, a judge—a stranger who does not know you or your wishes, your child, or your relatives and friends&...

View More