20 Sep

Estate Planning

The California Estate-Planning Tax Break Many Couples Miss: The Full Basis Adjustment at the First Death

• August 28, 2026
• By AmyGinsburg
• 0 comments

Imagine you and your spouse bought a California home 30 years ago for $250,000.

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18 Sep

Estate Planning

Credit Shelter Trust vs. Marital Share Plan in Tennessee: Which Estate Planning Strategy Is Better?

• August 26, 2026
• By AmyGinsburg
• 0 comments

Married couples creating a Tennessee estate plan frequently start with a seemingly simple goal:

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18 Sep

Estate Planning

Payable on Death to Two Separate Trusts

• September 18, 2026
• By AmyGinsburg
• 0 comments

Why a joint account split 50 50 between two spouses' trusts may not work the way the family expects

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18 Sep

Estate Planning

Power of Attorney and Revocable Trusts Understanding Who Controls What

• September 18, 2026
• By AmyGinsburg
• 0 comments

A practical guide to the overlapping roles of an agent and a trustee

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17 Sep

Estate Planning

Prenups, Postnups, and Estate Planning: Why Your Marriage Agreement and Estate Plan Need to Work Together

• August 26, 2026
• By AmyGinsburg
• 0 comments

Most people think of a prenuptial agreement as something that matters only if a marriage ends in divorce.

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16 Sep

Estate Planning

Your Executor May Have Your Will—but Do They Have Your Passwords? Why Digital Access Belongs in Every Estate Plan

• August 26, 2026
• By AmyGinsburg
• 0 comments

You prepared a will. You created a trust.

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13 Sep

Estate Planning

Putting Your California Home Into a Living Trust Without Losing Community Property Status

• August 28, 2026
• By AmyGinsburg
• 0 comments

You and your spouse own a California home. You create a revocable l...

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12 Sep

Estate Planning

What Happens to Your Social Security When You Die? Who Gets Paid—and Who Doesn’t

• August 26, 2026
• By AmyGinsburg
• 0 comments

When people prepare an estate plan, they usually know what happens to their house, bank accounts, retirement acco...

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11 Sep

Estate Planning

What Happens to Your Car When You Die in Tennessee? How to Make the Transfer Easier

• August 26, 2026
• By AmyGinsburg
• 0 comments

When people sit down to create an estate plan, they usually think about their home, retirement accounts, bank acc...

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10 Sep

Estate Planning

Do Tennessee Couples Still Need a Credit Shelter Trust? Understanding Bypass Trusts in 2026

• August 26, 2026
• By AmyGinsburg
• 0 comments

For decades, the Credit Shelter Trust was a standard feature of estate plans for married couples with substantial...

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