Latest Blog Posts

Financial Smarts Peak at 50, Here’s How to Protect Your Older Self

Posted on: October 26th, 2015
A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This decline was observed in both men and women, making both sexes equally vulnerable to financial fraud as they age....

Even Vampires Need Estate Planning

Posted on: October 12th, 2015
Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we've learned from the likes of The Vampire Chronicles, the Twilight saga, and HBO's True Blood, vampires aren't immortal. They do die, and it's usually unexpected and messy....

The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouses Happy

Posted on: October 5th, 2015
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust....

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S

Posted on: September 29th, 2015
Believe it or not, in the U.S. it isn't easy to disinherit your spouse. But the same is not true for other family members - generally, you can use your estate plan to disinherit your brothers and sisters, your nieces and nephews, or even your very own children and grandchildren. ​...

How to Fix a Trust That Isn’t Getting Better With Age

Posted on: September 21st, 2015
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What’s Hot in Estate Planning Right Now May Surprise You

Posted on: September 14th, 2015
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