You bought the policy when your first child was born. You chose an amount that felt enormous, named your spouse, added the premium to autopay, and felt the
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Your Trust Could Reach the 37% Tax Bracket at Just $16,000
You did the work. You saved for retirement, signed a trust, and named beneficiaries because you wanted the people you love to be protected. That matters. I mean
You Made a Will. Here’s What It Can’t Do.
You did it. Maybe Make-A-Will Month finally moved it to the top of your list. Maybe you’ve been meaning to get this done for years and this was
The Cosby Show Made Him Famous. His Estate Plan Failed His Family. Here’s What I Would Have Done.
When I heard about Tenisha Warner’s lawsuit, my first thought wasn’t about the celebrity angle. It was: I’ve seen this before. Not the exact same story, but the
Make-A-Will Month Is Here. But a Will Isn’t a Plan.
A family called me after losing their mother. She had a will, properly signed and perfectly valid. But it didn’t tell anyone who had legal authority to be
Friends Don’t Let Friends Go Without an Estate Plan
How to have the estate planning conversation with the people you love without making it weird. There’s a phrase most of us remember from decades past: “Friends don’t
Trump Accounts: What Every Parent of a Baby Born 2025–2028 Needs to Know
If your baby was born on or after January 1, 2025, the federal government has set aside $1,000 for your child. The account is available now. Contributions opened
When Your Spouse Won’t Get on Board with Estate Planning: What to Do Now
You’ve brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged on for years, or a family
What Happens to Debt When You Die: What Families Must Know
The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his account. The representative told her she was responsible for the
The New Tax Law and Your Family’s Trust: What to Know Now
A client forwarded me a CNBC article last week with a note: “Does this affect our trust?” It was a reasonable question. The article described a provision buried