14 Aug

Estate Planning

The 5-and-5 Power: How Annual Trust Withdrawals Work and Why They Matter

• August 14, 2026
• By AmyGinsburg
• 0 comments

Trusts are often designed to accomplish two goals that can seem to compete with one another: protecting and prese...

Continue reading

14 Aug

Estate Planning

Where Is the Best Place to Die? A Surprisingly Important Estate-Planning Question

• August 13, 2026
• By AmyGinsburg
• 0 comments

Nobody puts this on their retirement checklist. ✓ Visit Italy.✓ Spe...

Continue reading

13 Aug

Estate Planning

The Trust Designed to Disappear: Why an IDIT Can Be a Feature, Not a Failure

• August 13, 2026
• By AmyGinsburg
• 0 comments

Most people don't walk into an estate-planning attorney's office and say:

Continue reading

13 Aug

Estate Planning, Real Estate

Should You Put Your Texas Home in a Trust or LLC If You Plan to Turn It Into a Rental?

• August 13, 2026
• By AmyGinsburg
• 0 comments

You own a home in Texas that is currently your primary residence. At some point, you plan to downsize, move into ...

Continue reading

13 Aug

Estate Planning

Why Would I Pay Someone Else’s Taxes? The Secret Estate-Planning Power of the Grantor Trust

• August 13, 2026
• By AmyGinsburg
• 0 comments

Imagine walking into your estate-planning attorney's office and hearing this proposal:

Continue reading

13 Aug

Estate Planning

Death Has a ZIP Code: Pennsylvania vs. New Jersey — Which State Is Better for Your Heirs?

• August 13, 2026
• By AmyGinsburg
• 0 comments

You live in Pennsylvania. Your sister lives in New Jersey.

Continue reading

13 Aug

Estate Planning

How Do Billionaires Pass Down Billions Without Losing It All to Taxes?

• August 13, 2026
• By AmyGinsburg
• 0 comments

You have probably seen the headlines. A billionaire dies with a for...

Continue reading

13 Aug

Estate Planning

Should You Put Retirement Accounts Into an Irrevocable Trust?

• August 13, 2026
• By AmyGinsburg
• 0 comments

For many families, retirement accounts represent a significant portion of their wealth. Traditional IRAs, Roth IR...

Continue reading

21 Jul

Estate Planning

Estate Planning Basics — The “If Something Happens to Me” Starter Plan (Without Getting Overwhelmed)

• July 21, 2026
• By AmyGinsburg

The quick idea Estate planning isn’t just for the wealthy. It’s a s...

Continue reading

19 Jul

Estate Planning

Why Every College Student Needs More Than a Backpack: Estate Planning Isn’t Just for Older Adults

• July 16, 2026
• By AmyGinsburg

The Biggest Mistake Parents Make Before Sending Their Child to College Has Nothing to Do With Tuition

Continue reading