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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...
Long-term real estate owners can protect family wealth and simplify future property transfers through careful estate planning. Clear documentation, updated ownership arrangements,...
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...
Estate planning is often associated with wealthy families and complicated financial arrangements with property, savings, ... Read more
Planning is too important for “set it and forget it.”
An estate planning attorney can ensure your will meets state-specific requirements, but making it findable is just as critical for your loved ones.
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...
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...
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-...
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...
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.
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...
Think a simple will is enough? Think again. These common mistakes are a goldmine for lawyers and the IRS.
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...
August Is National Make-a-Will Month: 7 Estate Planning Documents Illinois Families Should Review is a timely reminder that estate planning is about more than deciding who receives...
National Make-A-Will Month is a good time to bring up important issues.
It’s not just financial, it’s emotional.
Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families about irrevocable trust planning.
Drafting for flexibility is key
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...
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