Social Media Ideas for Estate Planning Strategies

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...

Estate Planning for Blended Families: Protecting Everyone You Love

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,...

Alternatives to Revocable Trusts

TOD and POD designations may be better planning solutions

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.

"The Estate Planner," July/August 2026

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...

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.

Rescuing Unused Exemption With Upstream GPOA Planning

The technique allows wealthier clients to obtain a favorable basis adjustment

Planning With Divorce in Mind

Drafting for flexibility is key

SLATs offer advantages for the ultrawealthy — but beware matching trusts

Ultrawealthy clients looking to reduce taxable estates might consider spousal lifetime access trusts, but too-similar dual trusts can backfire.

How Wealthy Families Use Life Insurance Trusts To Cut Estate Taxes

Estate taxes can create challenges for families whose wealth is tied up in illiquid assets.

Ten Estate Planning Topics Financial Advisors Should Discuss With Clients

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

Help Clients Plan Who Inherits Their Vacation Home

It’s not just financial, it’s emotional.

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

How to Use Year-End Gifting to Reduce Your Taxable Estate Before 2026 Ends

If you are lucky enough to have a large estate and money you don't expect to need, here's how you can start reducing your taxable estate early.

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

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.

Set Up a Client Care Program to Regularly Review Estate Documents

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

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...

Administering an Estate That Owns a Business: Duties, Risks, and Immediate Steps for Executors

The Hidden Tax Trap: Transferring Real Estate Into a Pennsylvania Revocable Trust

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-...

Distribution of a Decedent’s Residence After Their Death