If you are a divorced father, you already know something that most married fathers don't: showing...
Divorce Doesn’t Update Your Estate Plan: Here’s What Does
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Trusts
He Sold His Company for $1.2 Billion. He Died Without an Estate Plan.
If something happened to you tomorrow, would the people you love know what to do? Would they have...
Tax Season Forced You to Look. Now Ask the One Question That Actually Matters.
Tax season just made you look at your financial life honestly. All of it. Tax season forced it....
Here’s What Can Happen to Blended Families When a Spouse Dies
If you are in a blended family, you may believe the simplest estate plan is the fairest one: "I'll...
Here’s What Could Happen to Your Retirement Accounts After You Die
Retirement accounts like 401(k)s and IRAs often represent the single largest category of wealth...
Creating a Trust in Your Will vs. Creating a Living Trust: Part 2
Last week, we covered how it works when you create a trust through your will. This week, I'll show...
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
You've probably heard that trusts help families avoid probate court and protect assets for the...
Why Quick and Simple Estate Plan Reviews Don’t Exist
When someone calls an estate planning attorney asking for a "quick look" at their documents, the...
Understanding Inheritance Taxes: What You and Your Beneficiaries Need to Know
When planning for your death, there’s one issue you may not have thought about, but is so...
What Happens to Your Debt When You Die?
It's a question I hear often: if I die with debt, will my family be stuck paying it off? The short...
Where Will You Live and How Will You Get and Pay For Care As You Age? A Legal and Practical Guide
If you're planning for your own future or helping aging parents, understanding options for living...
What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
When you’re ready to finally put an estate plan in place, it’s natural to feel excited and...
Honoring Your Sacrifice: Estate Planning Essentials for Military Families
Every year in November, the nation pauses to honor the courage and sacrifice of those who’ve...
Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
You’ve built a life with someone you love - sharing a home, experiences, and maybe even finances -...
Why You Don’t Want a Consultation, But a Family Wealth Planning Session Instead
A typical consultation with an estate planning lawyer may look like this: you meet, you answer...
The Hidden Risks of Growing Older Without a Life & Legacy Plan
If you are like most people, you probably assume that when the time comes, someone—your spouse,...
The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
My colleague told me a story recently. Her son moved into his first apartment at college and had...
Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
A client once told me she would give anything to hear her grandmother’s voice again. Her...
The $1.5 Million Estate Planning Mistake You Can’t Afford to Make
Picture this: You and your spouse spend decades building a successful business, accumulating...
When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever
Labor Day has always been about honoring the American worker—the people who build our communities,...