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.

When you’re a business owner, a bargain-bin estate plan can blow up your legacy. Your biz docs and estate plan need to play nice—or risk leaving your team (and your family) in chaos. Read more…

This Mother’s Day, forget the flowers. Want to give your family something that actually lasts? A solid estate plan is the ultimate love letter—your way of protecting, guiding, and showing up for your people long after you're gone. Now that’s mom magic. Read more…

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.

A lot of folks think once they've got a trust, they're good to go—file it, forget it, done. But let me give it to you straight: a “set-it-and-forget-it” estate plan is a recipe for disaster. Just like you wouldn’t skip your annual physical (or at least not proudly admit it), your trust needs regular check-ins to make sure it’ll actually work when your loved ones need it most.

Life changes. Laws change. You change. If your trust hasn’t kept up, it might flop when it matters most—and that’s not the legacy you want to leave behind.

Read more and make sure your plan isn’t collecting dust while collecting risks.

Let’s talk real talk, folks. With all the uncertainty around federal marriage protections, many same-sex couples are wondering—what happens if laws change? The truth is, while policies may shift, a solid estate plan ensures your family stays protected no matter what.

From securing parental rights to making sure your assets land where you want them (not where the courts decide), estate planning is your legal safety net. Because your love is valid—and your rights should be, too.

Read more and let’s lock in those protections.

Roses wilt. Chocolates disappear. But peace of mind? That’s forever.

This Valentine’s Day, skip the cliché gifts and give something truly meaningful—an estate plan that says, “I’ve got you.”

Protect your loved ones from court, conflict, and confusion.
Ensure your kids, assets, and wishes are covered—no guesswork, no stress.

Nothing says "I love you" like securing your family’s future. Read more!

Big news for families navigating college financial aid! The 2025-26 FAFSA is shaking things up with major changes that promise to make applying smoother than ever. But here’s the twist: these updates might just give your estate plan a run for its money. Planning for your family’s future now includes some FAFSA-savvy strategy. Curious? Let’s dive in. 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.

Picture this: you stumble upon a treasure trove of cash that rightfully belongs to you, only to learn that you can't access it. This is known as “unclaimed property” — money that’s yours but has been turned over to the government without your awareness. Believe it or not, this happens more frequently than you might imagine. Discover the details.

In the concluding part of our four-part celebrity series, we turn our attention to Elvis, the King of Rock. Despite his passing in 1977, his estate still offers valuable lessons in 2024, including protecting yourself from scammers. Read more.

Once your child turns 18, they're legally deemed an adult, despite having much more growing up to do (even if they might not agree!). At this stage, privacy laws protect their health and financial information, just like any other adult. However, with some proactive planning, you can still provide the support they need. Read more.

So you received a tax refund this year—congratulations! You might be thinking of splurging on a vacation or saving it for an unforeseen expense, but there's an even smarter option for utilizing that refund: estate planning. Here's why it's a wise choice. Continue reading to learn more.

The internet is awash with DIY Wills and Trusts, tempting you with the prospect of saving money and safeguarding your loved ones posthumously. However, be wary! These solutions can end up causing far more problems than they solve. Discover why.

Many people believe that if they were to pass away unexpectedly, their children would naturally be taken care of and inherit their assets. Yet, the truth of the matter is much more complicated and potentially worrisome. Here's why basing your plans on assumptions alone might put your children's futures at risk.

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.

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. 

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.

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.

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for very little money and even for free. With so many do-it-yourself online document services out there, you might believe you can create your will online, all on your own, without paying a lawyer to help. 

And in some cases, you can create your will online. 

But if you do, you need to understand how these services can backfire on you and your family. Online estate planning can be a catastrophe for those who aren’t aware of the risks. And as you’ll see, creating your will online without a lawyer’s guidance can even be worse for your family than if you’d done nothing at all.