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Most people know that estate planning often deals with the distribution of assets and personal wealth after a person passes away. A last will and testament or trust can enable an i...
Most people think about estate planning in terms of death; they want to make plans for who gets the house, who inherits any savings, and whether the estate will have to go through...
A practical guide to what they need, and when.
Below is a brief glance of what you’ll find in the September/October 2026 issue of The Estate Planner. The QTIP trust: A powerful planning tool for blended families Closely held b...
Help match complexity with a client’s goals, concerns and ability to follow.
Estate planning clients are often asked to make decisions they do not make every day. They may be thinking about family dynamics, aging parents, young children, blended families, b...
Estate planning is often associated with wealthy families and complicated financial arrangements with property, savings, ... Read more
National Make-A-Will Month is a good time to bring up important issues.
Planning is too important for “set it and forget it.”
Estate planning is a necessity when you have financial assets.
Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium.
Estate planning firms often do strong work and still struggle to explain, in a simple way, why a prospective client should choose them. The problem is rarely a lack of experience o...
A growing opportunity to help child-free Americans carry out their legacy wishes.
Buying a home is a major financial and personal milestone. After closing, most new owners focus on moving in, getting settled, and starting on their mortgage payments. Estate plann...
Few Estate Planning topics create more emotion than the idea of disinheriting a child. Many people assume that children have a legal right to receive something from a parent’s Esta...
Winning the lottery changes a person’s financial life overnight. Before the prize is claimed, however, the winner needs to consider how that sudden wealth affects taxes, privacy, f...
An Estate Plan can be perfectly signed, neatly stored, and still be wrong for the life you are living now. That is the quiet risk with an outdated plan, the documents may look offi...
Understanding the practical issues and corresponding legal requirements.
August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
An overview of the legal landscape surrounding embryo ownership, use and disposition.
Most estate planning attorneys will spend their careers reading about slayer statutes rather than applying them, which is probably how everyone would prefer it. These statutes exis...
Bryn Mawr Trust’s Jamie Hopkins details how revocable trusts work, their benefits and when it is appropriate to use them.
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