Avoiding Trust Disputes
More heirs are heading to court in 2025—and the biggest trigger? Surprise trusts. These are trusts that surface after a loved one’s death with unexpected terms, undisclosed beneficiaries, or sudden amendments. They’re fueling a rise in lawsuits among family members who feel blindsided. Here’s why it’s happening:
1. Silence Breeds Conflict
Keeping estate plans a secret may...
Good Reasons for Estate Planning Still Exist
The new budget bill, the Opportunity, Balance and Better Budget Act, was just signed on July 4th and includes the federal estate-tax exemption at $15 million per person for next year and provides for the threshold to remain high barring future unknown legislative changes.
However, this does not take proper estate planning off your to-do list. The...