You did it. You finally made the will. Huge check off the adulting list. But before you file it away and declare your estate planning officially done, there's something you need to know: a will is the beginning of protecting your family, not the finish line. So what comes next? Here's the checklist that turns that signed document into a plan that actually works when your family needs it. Read more…

August is Make-A-Will Month, so if "get my estate plan done" has been sitting on your to-do list forever, consider this your nudge. But before you check the box because you finally signed a will, there's something you need to know: a will doesn't protect your family the way most people think it does. What it does and more importantly, what it doesn't do might surprise you. Read more…

If your child was born between January 1, 2025, and December 31, 2028, they may be eligible for a $1,000 government-funded investment account. Most families have heard the headlines. Far fewer understand how these new Trump Accounts work, how to open one, or how they fit into their overall financial and estate planning. Here's what the new program provides, who qualifies, and what it means for your family's long-term plan. Read more…

The One Big Beautiful Bill made headlines for increasing the federal estate tax exemption to $15 million per person. But that's not the change trust owners should be watching. Buried deep in the legislation is a little-known deduction limitation that tax professionals warn could result in unexpected double taxation for certain family trusts, including some special needs trusts with assets of just $400,000. If you have a trust, here's what you need to know now and why it's worth reviewing your plan. Read more…