There are 9 posts available for the topic Estate Planning.
The Most Important Estate Planning Mistake Has Nothing to Do With Taxes
June 16, 2026
While estate planning is often framed around taxes, probate, trusts, and who receives which assets, these are rarely what cause the greatest stress when a crisis unfolds.
May 18, 2026
While it has no legal standing, and a letter of intent cannot override a will, it can be an invaluable document for your family in any kind of an emergency, not just your passing.
They Found a Match on 23andMe and Wanted Money
December 16, 2025
The growing popularity of at-home genetic testing kits, often taken out of simple curiosity to learn about ancestry or health risks, is inadvertently creating complex challenges for families and their financial legacies.
How to Put Together Your Legacy Drawer
December 19, 2023
If your family loves you unconditionally now – and they probably do – there’s an easy way to keep that love alive after you’re gone.
Should Children Inherit Equal Wealth?
August 15, 2023
Dividing up your estate among offspring can be a tricky business.
Losing an Inheritance Is Easy, Because Saying No Is Hard
March 16, 2021
Many beneficiaries view their inheritances as free money, experts say and some run through their sudden wealth on cars, major house renovations, and large gifts to children.
Beware, the IRS is Eyeing Your Inherited Money
September 17, 2019
One of the perils of being well-off is the constant risk that the federal government and/or your friendly state and local tax collectors will figure out new and different ways to snatch more of your wealth, especially wealth that you earned the old-fashioned way: by inheriting it.
November 20, 2018
For millennials, it's never too early for estate planning.
Supreme Court Decides That Inherited IRAs Are NOT Retirement Accounts
June 24, 2014
On June 18th, 2014 the U.S. Supreme Court decided that, for the purpose of federal bankruptcy law, an inherited IRA is no longer considered a “retirement account” and is therefore accessible to creditors in bankruptcy. Learn how to protect your heirs.
Retrieved 9 of 9 Estate Planning blog posts
