The Catorce Group Blog

Should You Leave an Inheritance in Trust for Adult Children?

Leaving assets to a doctor, lawyer, or business owner? Explore how a trust may help safeguard an adult child’s inheritance for the years ahead.

What Families Need:Life Insurance Beneficiary Review

A life insurance beneficiary review can reveal outdated names, minor beneficiaries, and trust conflicts before they disrupt the future your family needs.

How to Talk to Friends About Estate Planning Without Making It Weird

Know someone without a will or estate plan? Learn how to start the estate planning conversation and help the people you love protect their families.

The New Tax Law and Your Family's Trust: What to Know Now

A provision buried in the One Big Beautiful Bill may create double taxation inside family trusts, including special needs trusts. Here is what you can do.

What Happens to Debt When You Die: What Families Must Know

Your debt does not pass to heirs automatically, but creditors claim the estate before anyone inherits. Here is what actually happens to each kind of debt.