7 Second Marriage Estate Planning Mistakes to Avoid in 2026
I sat in my living room last spring, staring at a thick binder labeled “ESTATE PLAN 2019.” My wife and I had just remarried—both of us for the second time—and I’d assumed…
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Retirement & Estate Planning
7 articles
Charitable Lead Trust vs Remainder Trust: 3 Key Differences for 2026
I sat across from my accountant in late 2025, staring at a spreadsheet that made my stomach drop. We were modeling two different trust structures for a chunk of appreciat…
Medicaid Asset Protection Trust Timing: When to Move Assets (2026 Guide)
I remember sitting across from a couple in their late sixties, both still healthy and active, who wanted to protect their modest savings from the crushing cost of long-te…
How a Family Limited Partnership Valuation Discount Strategy Can Slash Your Estate Tax in 2026
What Is a Family Limited Partnership (FLP) and Why the Valuation Discount Matters I still remember the first time I sat down with a client who had built a modest real est…
Retirement Savings by Age: 6 Benchmarks That Don’t Match Reality
Introduction: The Benchmark I Missed by a Mile—and Why That’s Okay I remember the day I first saw the Fidelity retirement savings guidelines. I was 34, fresh off a refina…
Revocable vs Irrevocable Trust Tax Treatment: 5 Key Differences for 2026
Why the Tax Treatment of Revocable vs Irrevocable Trusts Matters More in 2026 I sat across from my accountant last spring, staring at a spreadsheet that looked more like…
ILIT Explained: 4 Key Steps to Protect Your Life Insurance Payout
What Is an ILIT and Why You Need One (Even If You Think Your Policy Is Safe)I sat across from a friend last year—she’d just lost her husband unexpectedly. He’d been dilig…