Insights on trusts, estate planning, and family wealth.
Practical, plain-English articles to help you make confident decisions about your family's future.
Estate planning
5 documents every estate plan should include
From wills to powers of attorney, here's what to have in place.
When was the last time you reviewed your beneficiaries?
Life changes—marriage, divorce, births—can leave old designations in place. Here's how often to check.
What happens if you don't have a will
Dying without a will means state law decides who inherits—not you.
Trusts
Revocable vs. irrevocable trusts: what's the difference?
Understand the tradeoffs so you can choose the right structure.
What does a trustee actually do, day to day?
A look inside trust administration—recordkeeping, taxes, distributions, and more.
Special needs trusts, explained
How to provide for a loved one with a disability without affecting their benefits.
Family wealth
Talking to your family about your trust
Tips for starting the conversation with beneficiaries early.
Preparing the next generation to inherit
How to raise financially confident heirs, at any age.
Blended families and trust planning
How to balance the needs of a current spouse and children from a prior marriage.
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