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Most people know what happens to a bank account after its owner dies, or at least know that wills, beneficiaries, and estate rules come into...
Drafting for flexibility is key
Your Child With a Disability Is Turning 18: Is Guardianship the Only Option in Illinois? is a question many parents ask during the final years of high school. After years of coordi...
An essential planning tool for high-net-worth families
Retrofitting clients’ estate planning to make Medicaid work in 2026
Make sure what you authorize is actually what you intend.
Understanding the practical issues and corresponding legal requirements.
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 new legislation will centre human rights of people lacking decision-making capacity as the Govt mulls a register of enduring powers of attorney
Between shopping for essentials and preparing for move-in day, it's easy to overlook an important reality: once a student turns 18, you no longer have the legal authority to make h...
Some worries show up at inconvenient times. You may be finishing work when a message from your child’s school comes in. Then, somewhere between dinner and the next appointment, a m...
We plan for inflation, longevity, and market crashes. We rarely plan for our own decline. For the last five years, I have spent a significant amount of time thinking about retireme...
The technique allows wealthier clients to obtain a favorable basis adjustment
Many investment advisor firm owners spend decades building trusted client relationships but wait too long to develop a formal succession strategy. Planning what happens in case of...
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...
TOD and POD designations may be better planning solutions
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