09 Jun

Estate Planning

Estate Planning Basics: The “3-List Method” to Get Organized (Even If You’re Busy)

• June 9, 2026
• By AmyGinsburg

Estate planning can feel overwhelming because it forces you to think about hard topics. But at its core, it’s a p...

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05 Jun

Estate Planning

Estate Planning Basics: A Practical Starter Guide (Even If You’re “Not Wealthy”)

• June 5, 2026
• By AmyGinsburg

Many people put off estate planning because they think it’s only for the wealthy or the elderly. In reality, esta...

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05 Jun

Estate Planning

Estate Planning Basics: 10 Decisions to Make Before You Draft a Will or Trust

• June 5, 2026
• By AmyGinsburg

Estate planning isn’t just for the wealthy. It’s for anyone who wants to make life easier for the people they lov...

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05 Jun

Estate Planning

Estate Planning Basics: A Simple Starter Plan for Busy Families (Wills, Trusts, and “What If?”

• June 5, 2026
• By AmyGinsburg

Estate planning isn’t just for the wealthy. It’s for anyone who wants to make things easier on the people they lo...

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29 May

Estate Planning

Simultaneous Death Clauses: Why It Still Matters Who “Died First”

• May 2, 2026
• By AmyGinsburg

It’s one of those uncomfortable estate planning topics that people tend to skip over: What happens if my spouse a...

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16 May

Estate Planning

🚗 How to Retitle a Car into a Trust in PA

• April 14, 2026
• By AmyGinsburg

1. Current Title You need the original vehicle title (in yo...

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03 May

Estate Planning

What Is A/B Trust Planning—and Do You Still Need It?

• May 2, 2026
• By AmyGinsburg

If you’ve started exploring estate planning, you may have come across the term “A/B trust planning.”

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03 May

Estate Planning

I Created My Trust—Now What? A Practical Checklist to Fund and Complete Your Estate Plan

• May 2, 2026
• By AmyGinsburg

Creating a trust is a huge step in protecting your assets and your family.

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02 May

Estate Planning

How to Name Beneficiaries on Retirement Accounts (Spouse vs. Trust Strategy)

• August 19, 2026
• By AmyGinsburg

When setting up your estate plan, one of the most important (and often overlooked) steps is making sure your bene...

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02 May

Estate Planning

Why You Need to Decide Whether to Include Psychotherapy Notes in Your HIPAA Authorization

• May 2, 2026
• By AmyGinsburg

When preparing estate planning documents, many clients are surprised by a question that feels deeply personal:

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