Posted on: September 8, 2025
Receiving an inheritance, whether large or small, often comes with a wide range of emotions, from the grief of losing a loved one to the hope and excitement about the possibilities the inheritance may create. According to Northwestern Mutual’s 2025 Planning & Progress study, over half (57 percent) of Americans who expect to receive an […]
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Posted on: September 1, 2025
From the moment a child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, carefully choose schools, offer guidance through adolescence, support their careers, and watch with pride as they start their own lives. One way to ensure their financial future is through trusts for children that mature […]
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Posted on: July 21, 2025
When thinking through their estate plan and how they want their assets(money and property) managed after they pass away, most parents wish to treat their children equally, often out of a sense of fairness. However, sometimes being fair or doing what is right by your children may mean giving unequal inheritances. These unequal inheritances can […]
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Posted on: June 30, 2025
Believe it or not, you cannot easily disinherit your spouse in the United States. In many states and the District of Columbia, you cannot intentionally disinherit your spouse unless your spouse agrees to receive nothing from your estate in a prenuptial, postnuptial, or other marital agreement. However, the same is not true for other family members. Generally, […]
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Posted on: June 26, 2025
You’ve found the love of your life, and as you’ve built your life together, you’ve likely weathered your fair share of storms and grown stronger because of them. Estate planning to protect your spouse is an important consideration now that you are married. You are uniquely situated to provide meaningful support for your spouse after […]
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Posted on: June 5, 2025
What is in a name? If you are a beneficiary or creditor of an estate, or if you are setting up an estate plan, your name holds great significance. It is not unusual for a person to go by different names, such as the name we are given at birth and the names we choose […]
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Posted on: May 29, 2025
A primary goal of estate planning is to provide for your loved ones financially. One way to ensure they are set up for lifelong success is with an inheritance that covers their education expenses. Higher levels of education are positively correlated with better life outcomes, including improved health, longer lifespans, and higher incomes.[1] However, education […]
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Posted on: May 26, 2025
When somebody close to us passes away, we are left with constant reminders of them. Finding meaningful ways to keep a loved one’s memory alive after they pass can help us cherish these moments. Perhaps it’s a jacket hanging in the closet that still bears the scent of their cologne, a dog-eared book on their […]
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Posted on: May 19, 2025
If you have created a trust that you intend to last for decades, choosing the right trustee is critical to ensuring its longevity and ultimate success. Should I choose a family member as trustee in such cases? Many ponder this question. Initially, you may think that a family member (for example, Uncle Bill to your […]
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