Estate Planning – LWP Marketing Toolit

House-Rich, Cash-Poor: The Estate Planning Problem Rarely Talked About

SM_Admin — Tue, 09 Jun 2026 15:50:54 +0000

A home can be one of the most meaningful assets in an estate, but without the right plan, it can leave heirs asset-rich and cash-poor.

The Tax Implications of Gifting Your Assets

SM_Admin — Tue, 09 Jun 2026 15:50:53 +0000

Gifting can be a powerful estate planning tool, but the rules around taxes, exemptions, and Medicaid eligibility are often misunderstood.

When Adult Children Shouldn’t Serve as Trustees

SM_Admin — Tue, 09 Jun 2026 15:50:52 +0000

Naming an adult child as trustee may feel natural, but family relationships and fiduciary responsibilities are two very different roles.

What the One Big Beautiful Bill Act Means for Your Estate Plan

SM_Admin — Tue, 09 Jun 2026 15:50:52 +0000

The One Big Beautiful Bill Act didn’t eliminate the need for estate planning; it shifted the focus toward more thoughtful, flexible planning.

DIY Estate Planning: Where Online Documents Fall Apart

SM_Admin — Tue, 09 Jun 2026 15:50:51 +0000

Online estate planning tools may create documents quickly, but they often fall short of creating a complete, reliable plan.

Estate Planning in an Era of Longer Lifespans

SM_Admin — Tue, 09 Jun 2026 15:46:18 +0000

Today’s estate planning conversations increasingly focus on a different reality: people are living longer than ever before.

Starting Difficult Conversations About Money with Your Parents

SM_Admin — Mon, 20 Oct 2025 18:49:55 +0000

Few conversations are more uncomfortable than asking your parents about money.

The Rise of Professional Fiduciaries – Why Families Sometimes Need Outside Help

SM_Admin — Mon, 20 Oct 2025 18:49:07 +0000

In the hustle and bustle of our youthful years, contemplating estate planning may seem like a task meant for a far-off future. Yet, the importance of having crucial documents in place cannot be overstated, even for those under the age of 40.

Blended Families, Big Decisions

SM_Admin — Mon, 20 Oct 2025 18:48:26 +0000

Modern families come in all shapes and sizes – second marriages, stepchildren, unmarried life partners, and chosen families.

Estate Planning Meets Medicaid: A Strategy for Long-Term Care

SM_Admin — Mon, 20 Oct 2025 18:47:43 +0000

For many families, planning for the future means more than just wills and trusts—it also involves preparing for the rising costs of long-term care.