Estate & Trust Matters

May 21, 2023
What is the best way to tell children about estate plans?
Discussing estate plans with children is a delicate matter that requires..
March 9, 2023
What are the 10 steps to creating an elder law estate plan?
Before doing anything formally - the most important thing you must consider is ..
February 21, 2023
How do Medicare Supplemental Needs Trusts Work?
Supplemental needs trusts (SNTS) are an important tool for individuals with disabilities...
February 21, 2023
How do Medicare Pooled Income Trusts Work?
It is important to note that the eligibility requirements for joining a pooled income trust may vary..

Estate Plans Experts

We are a network of experienced FEE-ONLY financial advisers, CPAs and attorneys who help individuals, families and small business create and implement comprehensive estate planning solutions. 

Whether you are looking to create or update a will, establish a trust, plan for your health and/or protect your legacy or get a second opinion, we will help you.

Click here to ask a FREE question or visit 1800ADVISER.COM to learn more.  


Do you have the right beneficiaries? Assign an executor)? Guardians? Power of attorneys?  Provide for burial arrangements?  Our experienced team of advisers can help ensure your will considers your wishes and is properly drafted and executed. 


Outdated wills and estate documents may not reflect your current wishes. For example. in the midst of a divorce, there are conflicts of interests and complexities. It is important you work with an expert team who can help you in a neutral and unbiased manner.  


Tax rates for estates are set to reach 55% in 2026.  Changes in federal estate tax law are always occurring. Work with our team to make sure your plan is up to date. 

The Best Estate Planning Network

For immediate access to our independent network of FEE-ONLY estate planning professionals, visit 1800ADVISER.COM. You can browse their biographies and select one or more to speak with. To learn more about the best estate planning network, watch our video, ask or visit 1800ADVISER.COMWhat are you waiting for?

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Top State & Federal Tax Experts
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