Jimmy Buffett may have made a fortune singing about island vibes and chill days in Margaritaville, but his $275 million estate? Yeah, that’s not exactly on island time. Turns out, when there’s no plan—or the wrong one—the paradise gets messy real fast. 

Read more on why even the king of chill needed a solid estate plan (and what you can learn from it)...

The Death Tax Repeal Act of 2025 could completely shake up how wealth gets passed down—maybe even wiping out the estate tax altogether. Sounds dreamy, right? But don’t pop the champagne yet. Let’s break down what this proposed change really means for you and your legacy. Read more and get ahead of the curve.

With Veterans Day approaching, we take a moment to honor the courageous men and women who served our country with steadfast dedication. Your service showed a deep commitment to safeguarding our nation’s future—now, let’s focus on securing your family’s future. Read more.

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.

Many people assume that 'estate planning' just means creating a will or trust, but that's a common misunderstanding. Estate planning isn't just about paperwork—it's more like crafting the perfect lasagna recipe, with layers of thoughtful preparation. Learn more.

As your parents enter their later years, securing their comfort and tranquility—as well as your own—becomes increasingly important. To guarantee your parents have access to the support they require, it's critical they have these three essential documents prepared and accessible. Discover more.

This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more…

The fall season marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead. Read more…

Last week we started to explore the key estate planning components every newlywed couple needs to protect their rights, wishes, and plans now and in the future. This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds. Read more…

Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re coving five more life events that mean it’s time to review your plan. Read more…

Common life events can drastically affect your estate plan and even cause your plan not to work in the way you intended. If any of these events have happened in your life, it’s time to review your plan. Read more…

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.

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.

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.

Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list.

You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online documents. Then, you’ll put those documents into a drawer, mentally check estate planning off your to-do list, and forget about them.

The problem is estate planning is more than just a one-and-done type of deal.

It will be worthless if your plan is not regularly updated when your assets, family situation, and laws change. Failing to update your plan can create problems that can leave your family worse off than if you’ve never created a plan.

The following story illustrates the consequences of not updating your plan, which happened to the founder and CEO of New Law Business Model, Ali Katz. Indeed, this experience was one of the leading catalysts for her to create the new, family-centered model of estate planning we use with all of our clients.

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duties, and you are both ethically and legally required to execute those duties or face potential liability.

Before you say yes, be sure you understand what it means to be a Trustee.

In the end, your responsibility as a Trustee will vary greatly depending on the size of the estate, the type of assets covered by the Trust, the type of Trust, how many beneficiaries there are, and the document’s terms. In light of this, you should carefully review the specifics of the Trust you would be managing before deciding to serve.

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you’re investing in protecting and supporting.

The following four mistakes are among the most common we see clients make when selecting life insurance beneficiaries. If you’ve made any of these errors, contact us immediately, so we can support you in changing your beneficiary designations on your policy and ensure the proceeds provide the maximum benefit for those you love most.

Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well, it depends, and that’s part of the reason you want to ensure your estate plan is well-prepared. How you handle your debt can greatly impact the people you love.

In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for your debt. Alternatively, if you structure your affairs properly, your debt could die right along with you.

According to the Federal Trade Commission, an individual’s debt does not disappear once that person dies. Rather, the debt must either be paid out of the deceased’s estate or by a co-creditor. And that could be bad news for you or the people you love. 

The holidays are here, and there's no better time than now to talk about your estate planning.

Estate planning is a topic that you probably don't think about very often, but it's one of the most important—and potentially confusing—decisions you'll make in your lifetime. After what happened for the past two years, talking about these issues is particularly urgent this time around.

That said, asking your dad about his end-of-life wishes while he’s watching football isn’t the best way to broach the subject. In order to make the talk as productive as possible, consider the following four tips.

This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan but also keeping your plan up-to-date. While you almost surely understand the importance of creating an estate plan, you may not know that keeping your plan current is every bit as important as creating a plan, to begin with.