Social Media Ideas for Estate Planning Education

Estate Planning Is Not Just About Wills

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...

Essential Estate Planning Before a Health Crisis

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...

Illinois Estate Tax Planning: Portability, Family Trusts and Protecting Children’s Inheritance

A couple living in Kendall County with a paid-off home, retirement accounts, a life insurance policy, and some farmland outside town may not think of themselves as wealthy. However...

The Estate Planning Documents Clients Need At Every Life Stage

A practical guide to what they need, and when.

"The Estate Planner," September/October 2026

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...

A 'Disciplined Simplicity' Approach to Estate Planning

Help match complexity with a client’s goals, concerns and ability to follow.

Estate Planning and Change in Control Filings — What You Need to Know

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...

The Family Hotel Is Not Just Real Estate

The estate planning should preserve operating authority, key knowledge and capital flexibility.

How to Prepare to Pass on Your Possessions

Estate planning is a necessity when you have financial assets.

National Estate Planning Awareness Week: A Guide for Military Families

Discover four essential estate planning steps for military families and explore NMFA's checklist to help you get started protecting your loved ones. The post National Estate Planni...

Five Key Developments for Estate Planners and Litigators

Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium.

Brand Clarity for Estate Planning Attorneys: Clarify Your Value

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...

Estate Planning for Clients with Non-Traditional Heirs

A growing opportunity to help child-free Americans carry out their legacy wishes.

Inheritance Is Not a Birthright: Why the Estate Plan Controls

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...

#153 Why Your Will Isn't Enough: Estate Planning Essentials for Federal Employees

Is having a will enough to complete your estate plan?В  For many federal employees, the answer may be no.В  In this episode of the Plan Your Federal Retirement Podcast, Floyd Shila...

How to Include Your Digital Assets in Your Estate Plan

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...

Estate Planning for Embryos

An overview of the legal landscape surrounding embryo ownership, use and disposition.

Call To Action: Black Americans Must Consider Estate Planning As A Means To Generational Wealth

Black Americans trail behind other racial groups when it comes to estate planning, a significant tool that can help build generational wealth.

Talking Trusts & Estates for Advisors: When to Use Revocable Trusts vs. Alternative Strategies

Bryn Mawr Trust’s Jamie Hopkins details how revocable trusts work, their benefits and when it is appropriate to use them.

HNW clients face big tax bills, estate liability if they fail to plan

Errol Tenenbaum of Robins Appleby LLP explains what can happen when high net worth clients don’t build a real plan

This simple mistake can give your money to the wrong person when you die. Here’s how to protect your estate.

Estate-planning crises usually come down to small oversights.

Jameson Stone Law Explains Why Every Adult in Central Pennsylvania Needs a Will and Powers of Attorney

Jameson Stone Law, a Camp Hill firm serving Central Pennsylvania, helps families put the basic estate planning documents in place wills, powers of attorney, and living wills that d...