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Choosing Executors and Trustees: The Most Important Decision in Your Estate Plan (And How to Get It Right)"
What executors and trustees actually do, how to choose the right people, and the mistakes that tear families apart.
The Fresh Start Financial Protection Plan: 3 Essentials to Lock Down in 2026
New year, same question: What would happen to your family if something happened to you tomorrow?
It's not a comfortable thought. But here's the truth—most people know they need life insurance, estate planning documents, and legal protection. They just keep putting it off. And later sometimes becomes never.
This blog post locks down the three essentials that protect your family, your assets, and your peace of mind—starting today.
From Policy to Payout: Using Trusts to Control Life Insurance Benefits
In certain circumstances, it may be appropriate to designate a trust, rather than an individual, as the beneficiary of a life insurance policy. Upon the policyholder’s death, the trust receives the proceeds and administers them according to the grantor’s instructions—commonly to settle debts, preserve family assets, or fund specific goals such as a child’s education.
Here, I discuss using a trust as your beneficiary.