The SECURE Act Changed IRA Inheritance Rules. Does Your Trust Still Work?
Your IRA trust may need a 2026 review. Learn how SECURE Act rules, taxes, and beneficiary designations can affect your family's inheritance.
Category
Estate Planning
Is a Will Enough? What Your Estate Plan Still Needs
Is a will enough? Learn what your estate plan may still be missing, including beneficiary designations, trust funding, incapacity documents, and reviews.
What Malcolm-Jamal Warner’s Estate Dispute Teaches Us About Follow-Through
Malcolm-Jamal Warner’s estate dispute highlights why estate planning requires more than documents. Learn how follow-through can protect your family.
What Happens If You Become Incapacitated Without an Estate Plan?
Learn how guardianship works, when it becomes necessary, and how proper estate planning may help your family avoid costly court proceedings.
Friends Don’t Let Friends Delay Estate Planning
Learn how to encourage friends and family to create an estate plan with compassionate conversation starters that protect the people they love.
Beyond the $1,000: Why Every Parent Should Coordinate a Trump Account With Their Estate Plan
Learn how Trump Accounts work, who qualifies, and why coordinating your child's new investment account with your estate plan is essential.
How to Start Estate Planning (Even If Your Spouse Isn’t Ready)
What if your spouse won’t engage in estate planning? Learn why it happens, what’s at risk, and steps you can take now to protect your family.
Debt After Death: What Heirs Are (and Aren’t) Responsible For
What happens to debt after death? Learn which debts pass to heirs, which don’t, and how families can avoid costly mistakes.
New Tax Law Alert: Could Your Trust Be Taxed Twice?
The new tax law may create double taxation for trusts. Learn what it means for your family and why a year-end trust review matters.