If your child was born on or after January 1, 2025, there's a new financial opportunity you may not want to overlook. Under federal law, many eligible children can receive a $1,000 government-funded investment account, commonly referred to as a Trump Account. While the program has received plenty of attention for the free $1,000, many parents are missing an equally important conversation: how this new account fits into their family's overall estate plan. If you're raising you
You have tried to bring it up before. Perhaps a friend’s family recently struggled through probate. Maybe someone close to you experienced a health emergency, leaving loved ones unsure who had authority to make important decisions. Or perhaps becoming a parent, buying a home, or simply getting older made you realize that your own family needs a plan. You mentioned creating a will or trust to your spouse — and the conversation went nowhere. Your spouse may not have said “no” d
Losing a loved one is difficult enough without worrying about unexpected phone calls from creditors. Unfortunately, many surviving spouses and adult children assume they are personally responsible for paying a deceased family member's debts. In many cases, that simply isn't true. I've spoken with families who started making payments on debts they never legally owed because they believed they had no choice. Understanding what actually happens after someone dies can help your f
Before you choose an estate planning attorney, understand the common missteps that can quietly affect families — and how to approach planning with clarity and confidence.