The Catorce Group Blog

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.