Estate Planning
5 articles on this topic.
Long-Term Care Planning: Self-Insure, Insure, or Hybrid?
The probability of needing long-term care is real, the cost is substantial, and the planning approaches are increasingly varied. Here's the honest framework for HNW households.
Pilot Estate Planning: The Issues Most Plans Miss
Airline pilots have a few estate planning considerations that the typical estate attorney doesn't ask about. Multiple-state property, international family, mid-flight contingencies, and SWAPA-specific benefits all deserve coordination.
The #1 Estate Planning Mistake (and It's Not What You Think)
The most expensive estate planning mistake we see isn't a missing will or an unfunded trust. It's the beneficiary designations on retirement accounts and life insurance — and almost every household has at least one wrong one.
The Step-Up in Basis at Death: A Tax Cliff Worth Planning Around
Holding appreciated assets until death wipes out the embedded capital gains tax for your heirs. Most people know that. The planning question is which assets to hold, which to sell, and when.
Trusts vs. Beneficiary Designations: The Quiet Conflict in Most Estate Plans
Most households have both a trust and a stack of beneficiary designations. The two often disagree — and the beneficiary form wins. Here's how to make them work together.
Ready to start your journey with Wilco?
It all starts with a conversation.