On the record—Every fact sourced to a primary record·The standard—Advisors never pay for placement·Independent—A publication of AdvisorWorld.com Inc·Verification—Credentials checked with the issuing body·Sourcing—The IRS, state departments of revenue, and the courts·Corrections—When we're wrong, we fix the record and say so·On the record—Every fact sourced to a primary record·The standard—Advisors never pay for placement·Independent—A publication of AdvisorWorld.com Inc·Verification—Credentials checked with the issuing body·Sourcing—The IRS, state departments of revenue, and the courts·Corrections—When we're wrong, we fix the record and say so·
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The Trusted Advisor
Retirement & estate planning, on the record❦Every fact sourced · Every advisor verified

The Library

Sourced · Cited · Free

Plain-English guides for the worst weeks of a family’s life. Every legal and numeric claim is cited to a primary source — a statute, a court rule, or a federal agency — and re-verified on a published cadence. No forms, no gates, nothing collected.

IFor executors & heirs

The Executor & Heir's Guide

Probate, deadlines, accounts, taxes, and the mistakes that cost families the most — with every state's statutory deadlines cited to the controlling statute.

Primary-source citedVerified July 19, 202645 minIIProtection

Elder Financial Abuse

The warning signs, the common schemes, the freeze-and-report playbook, and every state's Adult Protective Services contact in one place.

Primary-source citedVerified July 19, 202630 minIIIFor a surviving spouse

The Widow & Widower's Guide

What not to decide yet, Social Security survivor benefits, the survivor's tax year, the step-up in basis, portability of your spouse's exclusion, and the accounts that reward moving slowly — every rule cited to the statute or the agency.

Primary-source citedVerified July 19, 202640 minIVFor military survivors

Veterans' Survivor Benefits

DIC, Survivors Pension, the Survivor Benefit Plan, life-insurance and burial benefits, CHAMPVA, and survivors' education — with the current VA rates and a verified veterans agency for every state.

Primary-source citedVerified July 19, 202640 minVFor farm & ranch families

Passing Down the Farm

Why farms get hit hardest, special-use valuation, installment payment of the estate tax, conservation easements, entity structures, USDA transition programs, and a farmland-preservation program for every state.

Primary-source citedVerified July 19, 202640 minVIA printable checklist

Estate at a Glance

A printable inventory of what your executor and family will need to find — accounts, property, insurance, documents, digital access, and the people to call. Fill it in, print it, tell someone where it is.

Primary-source citedVerified July 26, 202610 minVIIFor military survivors

Survivor Benefits & Your Estate Plan

How VA survivor benefits — DIC, Survivors Pension, and Aid & Attendance — interact with estate planning: the net-worth limit, the three-year look-back on gifts, and why the moves that help one benefit can disqualify another. The companion to the full Veterans' Survivor Benefits guide.

Primary-source citedVerified July 26, 202615 min