The Trillion Dollar Talk
The largest wealth transfer in U.S. history is underway but families are avoiding awkward conversations about their inheritance plans.
Latest
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Is Your Will 'Fair'? Estate Planning Is About More Than MoneyDividing assets equally can still trigger family drama. Here’s how to navigate tax traps, emotional heirlooms, and blended families so your heirs feel loved — not cheated.
By Maurie Backman
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Estate Tax Quiz: Can You Pass the Test on the 40% Federal Rate?Quiz How well do you know the new 2026 IRS rules for wealth transfer and the specific tax brackets that affect your heirs? Let's find out!
By Kate Schubel
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How a Life Insurance Beneficiary WorksHave you designated your life insurance beneficiary? Take a moment now to protect your legacy.
By Karon Warren
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How to Save Money on Estate PlanningEstate planning doesn’t have to drain your savings. With the right strategies, you can protect both your assets and loved ones without overspending.
By Jacob Wolinsky
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How Your Inheritance Actually Gets Taxed: From Stepped-Up Basis to IRA RulesMost inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.
By Chrissy Paradis
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Being an Executor is a Thankless Job: Do It Well AnywayYou can be a "good" executor of an estate, even though carrying out someone's final wishes can be challenging. Here are seven steps to follow.
By Adam Shell
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10 Things to Know About Estate PlanningEstate planning is all about taking charge of your legacy.
By David Rodeck
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The Basics of Estate PlanningIf you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block
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Estate Planning for Singles: 10 Things to KnowHere's how to navigate estate planning as a single person.
By David Rodeck
