Estate Planning

An archive of Insights

What Your Prenuptial Agreement Probably Does Not Tell You

John P. Napolitano CFP®, CPA, PFS, MSTJune 3 2026
Spring Real Estate Purchases: What to Think Through Before You Close

Robert NapolitanoMay 6 2026
Estate Planning and Your Airline and Credit Card Points: A Gap Most Plans Miss

John P. Napolitano CFP®, CPA, PFS, MSTApril 27 2026
Administrative Trustees vs. Long-Term Trustees

Alex Weiss CFP®December 5 2025
What Can You Do Today That Future You Would Thank You For?

John P. Napolitano CFP®, CPA, PFS, MSTNovember 14 2025
We Have A Trust… I Think?

John P. Napolitano CFP®, CPA, PFS, MSTOctober 3 2025
The Spousal Lifetime Access Trust

Dante CoppolaSeptember 19 2025
Facilitating the Family Meeting

Thomas Schulte CFP®July 18 2025
When Joint Property Goes Wrong

Thomas Schulte CFP®June 13 2025
The Family House: Dream vs. Dispute

Thomas Schulte CFP®May 30 2025
Mitigating Estate Taxes Through Gifting

John P. Napolitano CFP®, CPA, PFS, MSTApril 2 2025
Asking Better Questions About Estate Planning

Alex Weiss CFP®March 5 2025