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Estate Planning Blog

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Who Inherits a 401(k) when No Beneficiary is Designated?

Posted on: June 20, 2025
As if losing a parent isn’t hard enough, battling bureaucracy to claim their legacy can feel like a fresh wound.
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Can a Trust Beneficiary Also Serve as Trustee?

Posted on: June 20, 2025
Serving as both trustee and beneficiary is legal in many cases. However, it requires careful structuring to avoid conflicts, preserve fairness and ensure that the trust’s intent is honored.
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A Guide for the Sandwich Generation to Balance Care and Legal Planning

Posted on: June 12, 2025
The sandwich generation—adults caring for both aging parents and dependent children—must juggle emotional, financial and legal responsibilities all at once.
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Executor

Does a Will Take Precedence over Beneficiary Designations?

Posted on: June 5, 2025
Many people assume a will controls all assets after death—but beneficiary designations often override it entirely.
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Upcoming Wedding? Older Couples Should Consider a Premarital Agreement

Posted on: May 29, 2025
A premarital agreement offers older couples a thoughtful way to protect assets, clarify financial expectations and strengthen trust before saying ‘I do.’
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estate planning

Estate Planning Lessons from Celebrities

Posted on: May 22, 2025
While it can be easy to assume that celebrities would have airtight estate plans, time and time again Hollywood stars have made costly decisions that could have been easily avoided.
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Public-Service Retirees to Receive Additional Social Security Payment

Posted on: May 22, 2025
A long-overlooked benefit adjustment is finally offering some relief to public-service retirees impacted by decades-old Social Security rules.
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Steps to Avoid Inheritance Issues in Second Marriages

Posted on: May 15, 2025
Blended families face unique estate planning risks—without clear documents and careful planning, inheritance conflicts between spouses and children are almost inevitable.
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Managing a House After a Relative’s Death

Posted on: April 24, 2025
Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.
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