Estate Planning Insights

ESTATE PLANNING INSIGHTS

Explore expert articles, FAQs, and stories to help guide your estate planning decisions

Why Savvy Families Use Trusts—Not Just Wills

Why Savvy Families Use Trusts—Not Just Wills

Avoid court delays, protect your heirs, and keep control of what matters.

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What Happens to Your Kids — and Their Money — If You’re Not Around?

What Happens to Your Kids — and Their Money — If You’re Not Around?

You’ve worked hard to protect your kids. But if something happened to you tomorrow... Would a judge decide who raises them? Would a court control their money? Most people think a will is enough. But without a trust, a court may decide how your child’s inheritance is handled — and it could go straight to them at 18. I wrote this article to explain how to actually protect your family — clearly, and without the legal jargon.

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Why Online Trusts Often Fall Short — And What PROFESSIONAL Estate Planning Does Instead

Why Online Trusts Often Fall Short — And What PROFESSIONAL Estate Planning Does Instead

⚠️ Thinking of using an online trust site? Better think twice! Online trusts provide ❌ No advice 🙅 No support 🧾 No liability ✅ Do it right for your family 📉 Online sites can’t give legal advice — and they won’t stand behind your plan. 🔐 Protect your legacy the right way — with a real attorney who’s got your back. Read the article below to learn more

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Your House Is Paid Off — But It’s Not Safe From Medicaid, Creditors, or Lawsuits

Your House Is Paid Off — But It’s Not Safe From Medicaid, Creditors, or Lawsuits

🏠 Think Your Home Is Safe Just Because It’s Paid Off? It’s not. Medical bills, nursing home costs, and lawsuits can still force a sale. Learn how estate planning protects your legacy.

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Why a Will Isn't Enough: What Happens if You Die Without a Trust?

Why a Will Isn't Enough: What Happens if You Die Without a Trust?

Understand the limitations of wills and how trusts can help you avoid probate, protect your privacy, and preserve your legacy.

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Can the Nursing Home Take My House?

Can the Nursing Home Take My House?

Understand how Medicaid can impact your assets and strategies for protection.

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