Wills & Trusts
Ensuring your assets go where you intend and your family is protected.
Wills vs. Trusts: What Every Retiree Should Know
Probate, revocable living trusts, pour-over wills, and the beneficiary designation mistakes that undo even the best estate plans.
All Wills & Trusts Articles5 more
Digital Assets in Estate Planning: Crypto, Online Accounts, and What Retirees Often Miss
From cryptocurrency wallets to email accounts and cloud photo libraries, digital assets present unique estate planning challenges—and most retirees have not addressed them in their plans.
November 15, 2024
The #1 Estate Planning Mistake: Why Beneficiary Designations Override Everything Else
Your will does not control who inherits your retirement accounts, life insurance, or bank accounts with payable-on-death designations—and the mismatch between documents and designations is the most common and costly estate planning error.
October 1, 2024
SECURE 2.0 Inherited IRA Rules: What Beneficiaries Must Do in 2025 and Beyond
After multiple years of penalty waivers and regulatory delay, the inherited IRA rules stemming from the SECURE Act are now fully in force—and 2025 is the first year that non-compliance carries real consequences.
July 19, 2024
Advance Directive, Living Will, Healthcare Proxy: Understanding the Differences
Many Americans use 'advance directive' and 'living will' interchangeably, but they are not the same document. Understanding the distinctions — and what happens when none exist — is essential planning at any age.
October 31, 2022
Estate Planning Basics for Retirees: Five Documents Everyone Should Have
A complete estate plan does not require great wealth — it requires five core legal documents that make your wishes legally enforceable, protect your loved ones during a health crisis, and help your assets transfer efficiently.
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