Tseng Law Firm

03/20/2026

Planning your own funeral might sound heavy, but it actually makes things so much easier for your family. It takes the pressure off them during a tough time. Here’s how to approach it: https://bit.ly/3OwUl6q

03/13/2026

Have kids with big age gaps or different needs? A pot trust lets you adapt how assets are shared—based on need, not just age or birth order. Smart move, or too complex? Read this before deciding: https://bit.ly/4aEKi6X

There are multiple trusts worth knowing about as you embark on creating your estate plans. Discover the flexible benefits of a pot trust for families.

03/06/2026

Married in California? If one spouse passes, the other could claim up to $13.99M in unused estate tax exemption—but only if the right forms are filed. Missing the deadline could cost millions. https://bit.ly/4rnF8U3

Tax laws are constantly changing, affecting portability (DSUE) for estate taxes in California. Learn more about creating couples' estate plans for the future.

02/27/2026

Have photos, blogs, or revenue from digital accounts like Etsy or PayPal? Your estate plan might be missing something big. Find out what to include: https://bit.ly/4qKLNGM

Digital assets range from URL addresses and website content to the cloud-based photos and albums stored online. Know these digital assets must be accounted for.

02/20/2026

Seniors with paid-off homes and large retirement accounts are prime targets for estate planning scams. Not sure what red flags to watch for? Here's a breakdown to help you (or your loved ones) stay safe: https://bit.ly/408oxaA

Even estate plans are vulnerable to scams. Working with estate lawyers is the only way to avoid being taken advantage of by these common estate planning scams.

02/12/2026

Ameritas outlines ten specific ways life insurance can enhance your estate plan, from basic family protection to sophisticated tax strategies. The versatility of life insurance often surprises people who think of it only as income replacement.

Understanding these different applications helps you evaluate whether life insurance could solve specific challenges in your estate plan. Each use case addresses different family situations and planning goals.

Life insurance is more versatile than most people realize.

Explore all ten uses in the article below 👇

02/09/2026

Life insurance in estate planning serves purposes beyond just replacing income. Charles Schwab explains how life insurance can solve liquidity problems, equalize inheritances, and even help with tax planning in larger estates.

The decision to include life insurance in your estate plan depends on your specific situation and goals. Understanding the different roles life insurance can play helps you determine whether it belongs in your planning strategy.

Life insurance might solve problems you didn’t know you had.

Learn about life insurance’s role in estate planning in the article below 👇

02/05/2026

Farther’s comprehensive guide to family financial planning shows how estate planning fits into your broader financial picture. It’s not just about what happens after you’re gone; it’s about creating financial security and clarity for your family today.

From emergency planning to college funding to retirement preparation, family financial planning creates a roadmap that serves your family through all of life’s stages. Estate planning becomes one important piece of a larger puzzle.

Good family financial planning benefits everyone, immediately and long-term.

Explore the complete planning approach in the article below 👇

02/02/2026

Bank of America Private Bank shares five practical tips for involving your family in legacy planning through structured family meetings. These gatherings can transform estate planning from a solo activity into a collaborative family process.

Family meetings create opportunities to share values, discuss expectations, and prepare the next generation for their roles in preserving and growing family wealth. The structured approach makes difficult conversations more manageable.

Legacy planning works best as a family effort.

Discover the power of family meetings in the article below 👇

Consider these five estate planning tips to help make conversations discussing legacy plans and family information with your loved ones most efficient

01/29/2026

Merrill Lynch’s approach to family estate planning goes beyond individual planning to engage the entire family in the process. When everyone understands their role and the reasoning behind decisions, estate plans work better for everyone involved.

Family engagement isn’t just about sharing information, it’s about building consensus and preparing the next generation for their responsibilities. The process can strengthen family bonds while securing financial futures.

The best estate plans involve the whole family.

See the full engagement strategy in the article below 👇

It's important to take a full view of all generations and family members who may be a part of your estate plan. Learn how you can get the whole family involved.

01/26/2026

“We need to talk” might be the most important conversation you’ll ever have with your family about money. J.P. Morgan’s guide helps you navigate these sensitive discussions about your estate plan and your family’s financial future.

Communicating your estate plan isn’t just about sharing information; it’s about preparing your family for their roles and responsibilities. The conversations can be uncomfortable, but avoiding them creates bigger problems later.

Transparency today prevents confusion tomorrow.

Learn how to have these important conversations in the article below 👇

Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.