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What Happens When You Die Without a Will?

Learn about what happens when you die without a will and how it can be a recipe for leaving the people you care about in a lurch.

6 min read Jan 1, 2023

Who Needs an Estate Plan?

This article explains under what specific circumstances you might need an estate plan and why the reasons you think you might not need one aren’t always true.

7 min read Jan 1, 2023

Advisors Can Positively Impact Referrals via Estate Planning

Read about how Estate Planning can become a mechanism for increasing referrals in addition to being a service clients most trust their advisor to oversee.

3 min read Dec 21, 2022

Legal Trends In Estate Planning 2023: Part 2

This is the first installment in a series of discussions between legal experts about the trends they’re seeing in laws relevant to Estate Planning.

7 min read Nov 18, 2022

Legal Trends In Estate Planning 2023: Part 1

This is the first installment in a series of discussions between legal experts about the trends they’re seeing in laws relevant to Estate Planning.

9 min read Nov 18, 2022

A Little Known Practice Used By Estate Planners Leans on Queen Elizabeth II in a Fascinating Way

Learn more about the Rule Against Perpetuities in trust & estate law and what it has to do with the Queen of England.

4 min read Sep 14, 2022

Announcing Emergency Access

Learn more about our Emergency Access feature

1 min read Aug 8, 2022

2023 IRS Inflation Adjusted Numbers Reference Guide for Estate Planning

The IRS just released its inflation-adjusted numbers for 2023, which have fairly significant implications for wealth planning. Our legal team reviewed Revenue Procedure 2022-38 and pulled out only the numbers most relevant for wealth transfer planning…

3 min read Jan 1, 1970

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