The F-Word That Can Break Your Estate Plan: Funding Let’s talk about the F-word. No, not that one. We’re talking about funding—and if your trust isn’t funded, your estate plan might not work the way you think it will. Many people walk out of their attorney’s office, binder in hand, feeling accomplished. The trust is…
106 Children, One Estate Plan: A Powerful Lesson in Defining Legacy When most people think about estate planning, they picture a will, a trust, and perhaps a conversation about who inherits the family home or retirement accounts. But at its core, estate planning is not just about assets—it’s about intention. That principle was recently brought into…
Early-Onset Alzheimer’s: What It Is and Why Planning Ahead Is So Important When we think of Alzheimer’s disease, we often imagine someone in their late 70s or 80s. But Alzheimer’s doesn’t always wait until old age. In fact, a rare form of the disease—called early-onset Alzheimer’s—can affect people in their 40s or 50s, sometimes even…
When Should a Child Get Full Access to Their Inheritance? Balancing Maturity, Milestones, and Meaning in Your Estate Plan One of the most important—and most personal—decisions you’ll make when setting up a trust for your children is deciding when they should receive full access to the assets. While age benchmarks are common, many families today are also…
Will a Recession Impact Estate Planning? Here’s What You Should Know. There’s been a lot of talk lately about whether a recession is coming — or whether we’re already quietly in one. No one has a crystal ball, but one thing is clear: economic uncertainty always gets people thinking about their future and their finances….
