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Family Cabin Estate Planning: How to Preserve the Lake House for Generations
By creating formal structures like trusts or LLCs, establishing clear agreements for use and maintenance, providing buy‑out and exit options, and integrating the cabin plan into the wider estate strategy, families can prevent disputes and ensure that their retreat continues to serve as a place of joy for generations.
5 days ago7 min read


Estate Planning for Partners Without Children: Protecting Your Legacy and Each Other
Estate planning for partners without children is a chance to craft a legacy that reflects your values, protects your partner, and honors the people and causes you cherish. Without direct heirs, couples must decide who will inherit their assets, how to handle incapacity, who will manage their estate, and how to provide for each other’s financial security. By creating wills, trusts, powers of attorney, and beneficiary designations, you gain control over your property.
Dec 30, 20258 min read


Estate Planning for Solo Agers: How to Build a Secure Future When You're Aging Alone
By thoughtfully selecting decision makers, crafting wills and trusts that reflect your wishes, planning for pets and personal treasures, preparing for long-term care, choosing fiduciaries wisely, and building a supportive network, you ensure that your voice is heard even if you cannot speak. Most importantly, you relieve your loved ones from guessing or facing court-imposed solutions. Starting early and staying proactive gives you the peace of mind that you have a plan that k
Dec 16, 20255 min read


Protecting Your Home with a Homestead Declaration: A Guide for Trust and Estate Planning
Filing a homestead declaration—or applying for a homestead exemption—can safeguard your family home from certain creditors, reduce property taxes, and provide security for your spouse and children. Because homestead laws vary widely, it’s essential to understand your state’s requirements and consult qualified professionals. Integrating a homestead declaration into your overall estate plan can give you peace of mind, knowing that your home is protected and that your loved ones
Aug 19, 20257 min read


Estate Planning for Blended Families: Protecting All of Your Loved Ones
Estate planning for blended families requires careful thought, clear communication, and tailored legal instruments. By using wills, trusts (including QTIP and credit shelter trusts), beneficiary designations, marital agreements, and other tools, you can protect your spouse and children in a way that reflects your unique family dynamics. Regularly review your plan as circumstances change, and consult with experienced estate planning professionals to navigate complexities.
Aug 11, 20257 min read


Passing on Your Home with Qualified Personal Residence Trusts (QPRTs)
Learn how Qualified Personal Residence Trusts (QPRTs) can reduce estate taxes and preserve your home for heirs. We explain how QPRTs work, the tax benefits and risks, and offer guidance on choosing the right term, addressing maintenance costs and insurance, and combining QPRTs with other estate‑planning tools. Updated for August 2025, this guide reflects the new $13.99 million estate tax exemption and the looming rise to $15 million in 2026.
Jul 22, 202510 min read


When and Why to Update Your Estate Plan: Life Events, Tax Changes and Ongoing Maintenance
Staying on top of your estate plan is essential for protecting your family and preserving wealth. This guide explains why experts recommend reviewing your plan every three to five years or whenever a major life event occurs. Learn how marriage, divorce, births, deaths, new assets, relocation and tax law changes—including the 2026 increase of the federal estate tax exemption to $15 million
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—should trigger updates, and discover practical steps for keeping up
Jul 15, 20256 min read


Climate Risk and Real Estate: Protecting Trust Assets
Climate change poses new challenges for real estate investors, and trustees must adapt. By understanding climate risks—rising seas, extreme weather, wildfires and heat—trustees can evaluate their portfolios, diversify holdings, invest in resilience, obtain appropriate insurance and decide when to divest. Incorporating climate considerations into investment policies and communicating with beneficiaries ensures that trust assets remain secure in a warming world.
Jul 9, 20255 min read


Climate Change and Estate Planning: Navigating Insurance Issues, Real Estate Investments, and Beneficiary Expectations
Climate risk may feel overwhelming, but with careful planning trustees can navigate the storm. By acknowledging changing conditions, seeking expert advice and acting proactively, trustees ensure that real estate remains a source of security, not vulnerability, for generations to come.
Jul 2, 20255 min read


Seasonal Planning Strategies for Trustees
Seasonal planning is what separates reactive trust management from proactive, professional stewardship. By anticipating the rhythms of beneficiary needs, trust expenses, market behavior, and tax obligations, trustees can ensure the trust is always ready for what’s next.
Jun 17, 20255 min read


Managing Real Estate in a Trust: A Guide for Trustees
Real estate adds both opportunity and complexity to trust administration. Trustees must balance income generation, asset preservation and beneficiary expectations while navigating landlord‑tenant laws, maintenance responsibilities and market fluctuations. By following the trust document, adhering to the prudent investor rule, engaging professionals, maintaining records and communicating clearly with beneficiaries, trustees can steward real estate assets effectively and avoid
May 7, 20254 min read


Preserving the Family Cabin or Vacation Home: Trust Strategies
Preserving a vacation home for future generations requires more than just passing down the deed. By talking to heirs, carefully choosing the right trust structure and establishing clear rules and funding mechanisms, families can transform a cherished cabin into a lasting legacy. Whether you choose a revocable trust, irrevocable trust, cabin trust or QPRT, the key is proactive planning and open communication. With the right structure in place, your family’s home away from home
Apr 30, 20255 min read
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