Social Media Ideas for Estate Planning Education

Talking Trusts & Estates for Advisors: Using Portability as an Estate Planning Strategy

Bryn Mawr Trust’s Jamie Hopkins breaks down the estate planning tool of portability, which is the ability of a surviving spouse to use the unused estate tax exemption of a deceased...

A Practical Guide to Estate Planning in Nevada

A signed trust or will can appear complete on paper, but paperwork alone does not guarantee the protections will work as intended.Families often discover too late that accounts wer...

"The Estate Planner," July/August 2026

Estate Planning for Blended Families: Protecting Everyone You Love

The Role of Communication in Estate Planning Client Satisfaction

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 in the US: Which Legal Documents Do You Actually Need?

Estate planning is often associated with wealthy families and complicated financial arrangements with property, savings, ... Read more

Ten Estate Planning Topics Financial Advisors Should Discuss With Clients

National Make-A-Will Month is a good time to bring up important issues.

Estate Planning for Young Families: Why Naming Guardians Is Only the Beginning

Many parents know they should name a guardian for their children but have not actually put that decision in writing. According to a 2025 Pew Research study, only 32% of Americans h...

The Estate Plan Most Families Never Finish

The Trust & Will 2026 Estate Planning Report finds that 56% of U.S. adults have none of the five core documents. This means that the said percentage of U.S. adults have no will...

Set Up a Client Care Program to Regularly Review Estate Documents

Planning is too important for “set it and forget it.”

Buying a Home Is Just the Beginning: Don’t Forget to Protect It

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...

Estate Planning Considerations for Long-Term Real Estate Owners

Long-term real estate owners can protect family wealth and simplify future property transfers through careful estate planning. Clear documentation, updated ownership arrangements,...

Estate Planning at Every Age: A Comprehensive Guide for All Life Stages

Key Takeaways Estate planning isn’t just for the wealthy or the elderly; it’s a crucial process for individuals at all stages of life. By proactively managing your assets and decis...

Is Your Estate Plan Living in the Past? 10 Signs It May Be Time for an Update

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...

Hitting the Jackpot Changes Everything: Critical Estate, Financial, Tax and Charitable Planning for Lottery Winners

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...

When Do You Receive Your Inheritance – The Administration of An Estate

How to create a living trust as part of your estate plan

Many citizens don’t consider estate planning a pressing issue, especially in the USA. A 2025 study undertaken by Trust & Will strengthens this fact. The study shows that fifty-...

Planning With Embryos

Understanding the practical issues and corresponding legal requirements.

How an updated estate can give clients 'power from the grave'

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.

When the Beneficiary Is the Defendant: Slayer Statutes and Estate Planning

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...

How LegacyGuard Estate Planning Is Closing the Estate Planning Gap for American Families

Four ways to make sure your will protects your family and avoids added grief

An estate planning attorney can ensure your will meets state-specific requirements, but making it findable is just as critical for your loved ones.

5 Estate Plan Oversights That Could Leave Your Heirs With Nothing

Think a simple will is enough? Think again. These common mistakes are a goldmine for lawyers and the IRS.

Revocable vs. Irrevocable Trusts: Choosing the Right Path for your Estate Plan