Posts tagged estate plan
Father’s Day Isn’t Just About Today—It’s About the Legacy You Leave

Father’s Day isn’t just about grilling, dad jokes, and who gets control of the remote—it’s also a reminder that being a great dad means thinking beyond today.

It’s about protecting what matters most: your legacy, your people, your plan. 

Because the best gift you can give your family? A future that’s clear, secure, and free from courtroom chaos.

Ready to make sure your future’s as buttoned-up as your dad’s favorite tucked-in polo? Read more.

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Planning with Pride: Protecting Your People, Your Way

It’s Pride Month—and while we love a good parade and all the rainbow everything, it’s also a powerful reminder: not all families are protected equally under the law (yet).

Whether you're LGBTQIA+ and single, partnered, married, co-parenting, or still figuring it all out—your estate plan needs to be as unique as you are.

Because love is love… but the law still needs paperwork.

Let’s talk about how to protect your people, your wishes, and your legacy—without the confusion, courtroom drama, or chaos.

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Vacation Ready? Make Sure Your Kids Are Legally Protected

Spring Break is around the corner, and summer’s not far behind—hello, family vacations! But while you're busy packing swimsuits and sunscreen, have you thought about who would step in if something happened to you while traveling?

Yeah, I know—it’s not the fun part of trip planning, but it’s way more important than picking the perfect Airbnb. Let’s talk about how to make sure your kids are protected, no matter where life (or your travels) take you. Read more.

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5 Game-Changing Steps to Safeguard Your Loved Ones in 2025

Let’s make 2025 the year you stop procrastinating and start planning! Your loved ones deserve protection, and your legacy deserves to shine. Learn the five must-know steps to safeguard their future and preserve what matters most. Because estate planning doesn’t have to be overwhelming—it just has to get done. Read more.

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The Power of Trusts in Legacy Planning: A Lesson from Matthew Perry's Estate Plan

When Matthew Perry, the beloved Friends star, passed away last year, the world grieved the loss of a comedic legend. But as details about his estate surfaced, an unexpected question arose: why did his wealth seem smaller than anticipated? Read more.

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Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

July is National Family Reunion Month. If you’re getting together with family this month, it’s also a perfect time to talk to your loved ones about estate planning and the legacy you want to leave behind for the next generation. Read to learn practical tips and strategies for talking about it at your family reunion.

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Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless

Did you forget any of these critical financial steps when you created a Trust? Be sure to read this week’s blog to learn why proper funding of your Trust is essential to making it work! Read more.

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Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's essential to ensure that your legal affairs are in order. Read more…

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3 Simple Mistakes That Can Derail Your Estate Plan

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess.

We regularly meet with clients who ask us to review an estate plan that they created online or with an attorney who isn’t experienced with estate planning.

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Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs

I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me,  an estate planning lawyer, may feel intimidating or even morbid. Take a  deep breath and relax… it doesn’t have to and shouldn’t be that way.

Hiring a lawyer to help you make wise decisions for life and death can be the most empowering choice you ever make for yourself and your loved ones.

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Estate Planning Before You Travel: Why It's Critically Important 

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids, or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan. While it may not sound like the most thrilling way to spend a day, here are some reasons why you need to think about your estate plans before you travel.

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Why Everyone Needs to Keep Their Estate Plan Updated

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An individual's current legal and financial situation should be considered to create a comprehensive estate plan tailored specifically to their needs.

Ensure Your Wishes Are Respected

The primary reason to update an estate plan is to ensure that an individual's wishes are respected upon death. For example, suppose an individual has recently acquired valuable property or has had changes in family structure (such as marriage or children). In that case, updating the documents that outline how assets should be distributed is important. If the documents are not updated, this could lead to disputes between family members and legal complications when probate occurs. Additionally, if laws change at the state or federal level, those changes need to be incorporated into the existing estate plan to remain valid and effective. 

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Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits

As a parent, you are quite accustomed to managing your children's legal and medical affairs as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care can do the trick. But what happens when those “children” turn 18, now adults in the eyes of the law, and need urgent medical attention far from home?

The simple fact is that the day your child turns 18, he or she becomes an adult and has the legal rights of an adult. This means that you lose your prior held rights to make medical and financial decisions for your child unless your child executes legal documents giving you those rights back. Without the proper legal documents, accessing medical information and even being informed about your adult child’s medical condition can be difficult and, in some cases, impossible.

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