Month: July 2025

What Makes a Trust “Work”? (Hint: It’s Not Just Having One)

Is Your Trust Aligned with Your Tax Planning?

How to Use a Trust Protector: Adding Flexibility to Your Estate Plan

The “After Death” Playbook: What Your Trustee Needs to Know (Before They Need to Know It)

Between What Was and What’s Next

“She Was Still Our Baby”

What Summer Left Behind

Who Will Know What You Meant to Do?

Planning in the Middle: What to Do When You’re Not Young Anymore—But Not ‘Old’ Yet

No Plan Is a Plan—Just Not the One You’d Choose

The Emotional Side of Estate Planning No One Talks About

What Happens If You’re Incapacitated…But Not Gone?

Halfway Through the Year: What Deserves a Second Look in Your Plan?

Where I’m Craving More Clarity and Structure — And Maybe You Are Too

Understanding Heggstad Petitions—And Why They Matter for Advisors

The Biggest Mistakes We See in DIY Trusts—And How You Can Help Prevent Them

The Quiet Crisis of Elder Financial Exploitation

Can Your Kids Handle Their Inheritance?

Everything’s in My Spouse’s Name”—Why That’s Not an Estate Plan

Soak It In While It Lasts