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Archive for Category: Estate Planning

Pet Trusts: Your Pets Need a Plan Too

When Ian Burke, a mail carrier from Denton, Texas , heard that Floyd—a 70-pound dog he’d befriended on his delivery route—had ended up in a

The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone

When you think about estate planning, you probably picture wills, trusts, and who gets what. But what happens when life-or-death medical decisions are made about

The One Big Beautiful Bill: What It Means for Your Family’s Financial Future

The massive tax legislation known as the “One Big Beautiful Bill” (“OBBB”) became law on July 4, 2025, brings sweeping changes that will affect nearly

Is an Income-Tax Time Bomb Lurking in Your Estate Plan?

As the estate tax exemption has ballooned to $13.99 million, traditional estate tax planning has taken a back seat. Now, a new Estate Planning Tax

Does Treating Your Children Fairly Mean Unequal Inheritances?

When thinking through their estate plan and how they want their assets (money and property) managed after they pass away, most parents wish to treat

Should I Include My Unborn Child in My Estate Plan?

Estate planning is an exercise in anticipating potential future events that could affect your plans for what happens if you become incapacitated (unable to manage

Do You Go By Different Names? Ensure That Your Estate Planning Attorney Knows

What is in a name? If you are a beneficiary of an estate, or if you are setting up an estate plan, your name means

Surprise! You Cannot Easily Disinherit Your Spouse

Believe it or not, it is not easy to disinherit your spouse in the United States. In many states and the District of Columbia, you

Where Is the Best Place to Store Your Original Estate Planning Documents?

Estate planning attorneys are often asked where original estate planning documents—wills, trusts, powers of attorney, and healthcare directives—should be stored for safekeeping. While there is

The Wrong Successor Trustee Can Derail Your Final Wishes

Many estate plans contain revocable living trusts that will become irrevocable (cannot be easily changed or terminated) when the grantor dies. Such trusts may benefit

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