Our estate planning team shares their insights into the estate planning process and explains the many options you have in these helpful blog posts. Learn about planning for children with special needs, charitable trusts, important healthcare documents, firearms planning, and much more by reading our estate planning blog posts.
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Don’t Just Work on Your Golf Game—Work on Your Estate Plan TooJust like a good golf game requires preparation and adaptability, a strong estate plan needs regular attention, the right tools, and expert guidance to navigate life’s changing course.
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Minimalism May Benefit Your Lifestyle and Finances—But Not Your Estate PlanMinimalism may simplify your life—but in estate planning, simplicity can come at a cost.
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Estate Planning for Military Families: What You Need to KnowFor military families, estate planning isn’t just a smart move—it’s essential.
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Is Your Estate Plan Hiding an Income Tax Time Bomb?Why Your Legacy Could Be at Risk Without a Simple Fix
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Surprise! Disinheriting Your Spouse Isn’t That SimpleIt may come as a shock, but in the United States, disinheriting your spouse isn't as straightforward as you might think.
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Estate Planning in Second (or Subsequent) Marriages: How a Lifetime QTIP Trust Can HelpA lifetime QTIP trust helps provide for a spouse, cut estate taxes, keep asset control, and protect heirs—ideal for second marriages and legacy goals.
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The Wrong Successor Trustee Can Derail Your Final WishesChoosing the right successor trustee is vital to ensure effective trust management, family harmony, and long-term success.
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Dower Rights: An Outdated Law Still Influencing Modern Estate PlansHow centuries-old dower rights still impact estate plans today—and why modern couples shouldn't rely on outdated laws to protect their spouses.
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Have a Harmonious Family that Does Not Fight? You Still Need an Estate PlanA solid estate plan is key—family harmony now won’t stop future disputes. Avoid costly contests and protect what you leave for those you care about.
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4 Strategies to Prevent a Will or Trust DisputePrevent estate disputes with legal help, open family talks, protective trusts, and regular updates to keep your plan current and clearly understood.