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Topic: estate-planning

No One to Name as Trustee? Here’s Where to Start.

No One to Name as Trustee? Here’s Where to Start.

By Tammy Silvas • November 2, 2026

Unsure who could serve as your trustee? Learn how to explore the hesitation, support, and professional options without putting your estate plan on hold.

You Have an Estate Plan. Here’s When to Review It.

You Have an Estate Plan. Here’s When to Review It.

By Tammy Silvas • October 26, 2026

Your life has changed. Does your estate plan still fit? Learn when to review your documents, accounts, and choices so they support the people you love today.

Should You Name Both Children as Trustees? Here’s What to Consider.

Should You Name Both Children as Trustees? Here’s What to Consider.

By Tammy Silvas • October 19, 2026

In a second marriage, providing for your spouse and protecting your children’s inheritance take more than good intentions. Here’s what to plan together.

Second Marriage? Here’s How to Plan for Your Spouse and Your Children.

Second Marriage? Here’s How to Plan for Your Spouse and Your Children.

By Tammy Silvas • October 13, 2026

In a second marriage, providing for your spouse and protecting your children’s inheritance take more than good intentions. Here’s what to plan together.

Your Passwords Are Not Your Plan. Here’s What Your Family Needs

Your Passwords Are Not Your Plan. Here’s What Your Family Needs

By Tammy Silvas • October 6, 2026

If you cannot manage online accounts, your family may need more than passwords. Learn how to identify, protect, and share what matters most before a crisis.

Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?

Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?

By Tammy Silvas • September 29, 2026

Should your spouse or trust receive your life insurance? Learn what each choice means for your family, your children, and the plan you want to leave behind.

Spouses With a Joint Trust: What Happens If You Die Days Apart?

Spouses With a Joint Trust: What Happens If You Die Days Apart?

By Tammy Silvas • September 23, 2026

If spouses die together or days apart, survivorship rules can change who inherits. Learn what your estate plan should address before a family crisis occurs.

Should You Leave an Inheritance in Trust for Adult Children?

Should You Leave an Inheritance in Trust for Adult Children?

By Tammy Silvas • September 15, 2026

Doctors, lawyers, and business owners face risks when they inherit outright. Learn when a trust for adult children can better protect family wealth over time.

You Can’t Work for 6 Months. Here’s What Your Business Needs

You Can’t Work for 6 Months. Here’s What Your Business Needs

By Tammy Silvas • September 7, 2026

Business owner disability insurance is one part of the plan. Use this six-month test to protect payroll, household income, legal authority, and cash flow. You wake up after surgery and reach for your phone. Your spouse stops you. The doctor…

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