An Estate Review for People Who Do Not Expect Estate Tax
David RileyEstate planning matters even without federal estate tax. Review who can act, how accounts transfer and where your family can find the documents.
Remarriage Can Change the Financial Plan for Both Families
David RileyReview survivor income, inheritance wishes and family obligations before remarriage. Check how legal documents and beneficiary choices work together.
Estate Documents Are Only Useful if People Can Find Them
David RileyCreate a secure map of estate documents and contacts. Help the right person find current records while keeping access separate from legal authority.
Your Estate Plan Needs an Account-by-Account Check
David RileyReview each account alongside your estate documents. Align beneficiary choices, ownership and legal authority with the outcome you intend.
Revisit Estate Tax Assumptions After the New Law
David RileyReview the enacted $15 million 2026 basic exclusion, portability and prior gifts. Keep beneficiaries, incapacity, state rules and estate liquidity in the plan.
Blended Families Need Clear Beneficiary Decisions
David RileyCoordinate support for a spouse and inheritance goals for children. Review beneficiary forms, account ownership, insurance and estate documents together.
A Will and a Trust Solve Different Problems
David RileyUnderstand the different jobs of a will and living trust. Coordinate ownership, beneficiaries and decision-makers so your estate plan can work in practice.
Inherited IRAs: Why the New Final Rules Need a Careful Read
David RileyReview July 2024 inherited IRA rules, annual withdrawals, the ten-year deadline and limited 2024 relief before setting a beneficiary withdrawal plan.
Who Could Handle Your Finances if You Could Not?
David RileyPrepare for a financial interruption by separating trusted contacts, legal authority and account information. Test whether your chosen helper could act.
Your Beneficiary Forms Deserve Their Own Review
David RileyReview beneficiary forms, spousal rights and your intended estate plan together. Learn why lifetime access and inheritance require different arrangements.
