Our Blog
When Your Spouse Won’t Get on Board with Estate Planning: What to Do Now
You have raised it before. Your spouse keeps saying “not now.” But every week that passes without a plan is a week your family’s future depends on chance instead of intention. Here is what to do when you are not on the same page, and what you can start doing today.
Trump Accounts for Kids: What Parents Need to Know in 2026
If your child was born between January 1, 2025, and December 31, 2028, they may be eligible for a one-time $1,000 federal contribution to a new Trump Account. Contributions began July 4, 2026, and families can now take steps to establish these accounts. Here’s what parents should know about how they work—and where they fit into a broader plan for your child’s future.
Why Your Power of Attorney May Not Work When Your Family Needs It Most
You signed a Power of Attorney (POA). You thought your family was protected. But when a parent or spouse loses capacity, that document may be rejected by the very bank where it's needed most. That's why proactive planning goes beyond creating documents—it means making sure they actually work when your family needs them.
National Make a Will Month: Help Someone You Love Start Their Estate Plan
You may have heard the phrase, “Friends don’t let friends drive drunk.” The same spirit of looking out for the people you love can apply to estate planning. With many Americans still without even a basic will, you may be the person who encourages a friend or family member to finally start planning. This National Make a Will Month, here’s how to begin that conversation without making it uncomfortable.
Who Would Raise Your Children If You Couldn't? What Every Parent Needs to Know
You've probably thought about who would raise your children if something happened to you. But thinking about it and legally documenting that decision are two very different things. Without a written plan, a judge—not you—could decide who cares for your children. Here's what every parent should know.
Estate Planning for Stepfathers: Protecting the Family You've Built
He shows up for every game, knows the bedtime routine by heart, and considers these children his family. They feel exactly the same way. But without thoughtful legal planning, that relationship may not be fully recognized when it matters most. Here's what every stepfather and father figure should know.
Estate Planning After Divorce: The Updates Every Parent Needs to Make
Whether you had an estate plan before your divorce or not, your divorce changed your life—and it likely changed your estate planning needs, too. Custody agreements and property settlements don't address what happens to your children if you die. That's where estate planning begins.
The New Tax Law and Your Family Trust: What You Need to Know
The One Big Beautiful Bill raised the federal estate tax exemption to $15 million per person. That made headlines. What received far less attention was a provision that some tax professionals believe could affect how certain family trusts are taxed. Here's what families with trusts should know while additional guidance is still developing.
Why Estate Planning Matters: What Anne Heche’s Estate Reveals About Risk and Delay
When someone passes without a clear plan, their loved ones may face years of court proceedings, creditor claims, and uncertainty. A real-life case shows how this can unfold—and why planning ahead matters.
Digital Estate Planning: The Missing Piece Most Families Don't Discover Until It's Too Late
Most families assume that a list of passwords will be enough to access accounts after a death. That assumption is wrong, and the problem is not the list. The problem is a layer of security most accounts now require that no password can bypass. Here is what actually keeps families locked out, and what a real digital estate plan looks like.
