Category Archives: Trusts

Beneficiary Designations

Estate Plan, Living Will, and Healthcare Power of Attorney documents

If something happens, a successor trustee you previously selected steps in without court involvement. In such a case, they manage the trust on your behalf. You can also designate what happens to the trust’s money and property at your death.

Irrevocable Life Insurance ILIT Trusts

Generational Wealth Transfer

Even if Congress fails to act, in 2026, the current rate sunsets. This cuts rates in half to about $6 million per individual. This blog post discusses ILIT Trusts. So, read on.

Disinherit Your Children?

Estranged Child

Regardless of why a parent would disinherit a child, they should not disinherit as a tool to manipulate. Disinherited children may feel angry. This could lead to turmoil within the family.

More Estate Planning for Unmarried Partners

Unmarried Couples Estate Plans

Naming your partner as the pay-on-death (POD) or transfer-on-death (TOD) beneficiary often leads to pitfalls. Some of these occur when you name them on beneficiary designation forms. The POD or TOD option allows you to maintain control of the account during your lifetime.

Couples Estate Plan Tips

Couple Getting Married

No matter the month, wedding planning usually includes tuxedos, dresses, rehearsal dinners, guest lists, and the honeymoon. However, too many couples fail to consider an important element that should make every “to do” list – a couples estate plan.