Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?
Should your spouse or trust receive your life insurance? Learn how to choose a beneficiary that fits your family and estate plan.
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Estate Planning
What Happens to Your Estate If You and Your Spouse Die Close Together?
What happens if spouses die days apart? Learn how survivorship clauses, trusts, beneficiary designations, and state law can affect who inherits.
Should You Leave an Inheritance in Trust for Adult Children?
Should you leave an inheritance in trust for adult children? Learn how trusts can protect family wealth while preserving flexibility and choice.
Four Ways to Protect Family Heirlooms From a Family Feud
Family heirlooms can create unexpected conflict. Learn four ways to pass down meaningful belongings while protecting family relationships.
What Women Need to Know About Estate Planning
Women face unique estate planning considerations. Learn how to protect your family, finances, healthcare wishes, and future with thoughtful planning.
How to Create a Pet Trust That Protects Your Pet’s Future
Learn how a pet trust can protect your pet’s future with a trustee, caregiver, funding, care instructions, and final wishes.
Five Reasons an Outright Inheritance Could Put Your Children’s Future at Risk
Learn five risks of leaving an outright inheritance and how a protective trust may help safeguard your children’s inheritance for the future.
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.
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.