In one year, the share of Americans who trust AI more than an attorney for estate planning jumped from 20% to 30%, the biggest single-year shift Trust & Will has measured in six years of surveying.…
A brand new federal savings account for kids just opened, with a free $1,000 attached for a lot of families. Most parents have heard the headline and none of the fine print.In this episode, Nathan…
87% of people who inherit an IRA make a mistake that can destroy up to half the account's value. Most of them have never heard of the rule they broke.In this episode, Michael Haslam and Brian Edwards…
62% of Gen X adults have zero estate planning documents — a higher rate than Gen Z, Millennials, or Baby Boomers. The generation carrying the most financial complexity is the least protected, and…
The moment your child turns 18, you lose all legal access to their medical records, school records, and financial accounts — not some access, all of it. Most parents find this out in a hospital…
Selling a highly appreciated business, property, or investment usually means writing a big check to the IRS — but the tax code offers legitimate ways to reduce or eliminate that bill. Most people…
Most people assume asset protection is for the ultra-wealthy — offshore trusts, Cayman Islands, $50,000 to set up. It's not. And for Utah residents, there's a tool right at home that delivers the same…
A living trust that was never funded doesn't avoid probate — it just delays it. Most Utah families who go through probate anyway had a trust sitting in a filing cabinet the whole time. The document…
Leaving everything to your spouse and "trusting them to do right by your kids" isn't a plan—it's a wish. In a blended family, a standard will is a ticking time bomb. Under Utah law, a surviving spouse…
Roughly 1 in 4 Americans over 50 has no children. That translates to 22 million adults aged 60+ living alone without a traditional family support system—the highest rate in the world. Despite these…
