Monthly Archives: August 2026
Draft Your Trust Instrument Wisely to Prevent Trustee Drama
“Irrevocable” is a scary word. Many seniors establish revocable trusts to keep their property out of probate, even though a revocable trust does not carry the tax benefits that an irrevocable trust carries while the grantor is alive. As the grantor of a trust, you write the trust instrument, and then the trust functions… Read More »
How to Stop Your Spouse From Inheriting From You
Disinheriting your relatives is easy, in theory. When a deceased person’s estate goes through probate, the decedent’s will is the most authoritative document in determining who inherits what. If a family member believes that the testator disinherited him or her unfairly, or that the decedent wanted the family member to receive an inheritance, contrary… Read More »
Golden Romance Is an Act of Estate Planning
When young people fall in love, there are monsters lurking in the shadows. Which monsters you fear the most depends on your own situation and those of people you know. Some people fear teen pregnancy, followed by a lifetime of financial stress and co-parenting conflict with your ex, your parents, and eventually your own… Read More »
Is Running Out of Money During Retirement a Fate Worse Than Death?
When you are young, everyone wishes you a long life, as though simply making it to an advanced age is a win. Once you are on the other side of 50, though, the realities of old age set in. How much longer will your old bones be able to get through a day’s work,… Read More »