As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. 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…

Think the national debt ceiling extension doesn't concern you? Think again! It's a topic that might feel far-off, but in reality, it can directly affect your family's financial health and future plans. Dive deeper with us to understand how it matters to you. 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 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…

If you have a Trust that is a partial or full owner of a business, the business may be required to disclose certain information about your Trust in an annual report under the new Corporate Transparency Act. So how do you know if the new rule applies to you? Keep reading to find out more.

Cookie-cutter plans just don’t cut it for LGBTQIA+ families. This week, we’re exploring two more reasons why it’s essential for LGBTQ+ families to have custom estate planning. Read more…

While the legalization of same-gender marriage and increased recognition of LGBTQ+ families has made LGBTQ+ rights more visible than ever before, there is still a large gap in estate planning for LGBTQ+ individuals that could leave your loved ones with a big mess. Read more…

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. While no one can predict how many more years we’ll have with our elderly loved ones, there is an easy way to capture their stories, wisdom, and love for future generations. Read more …

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. At this year’s Berkshire Hathaway annual shareholder meeting, Buffett shared several pieces of financial advice but also provided insights on the importance of personal growth and estate planning when seeking to grow wealth.  While many of us may feel overwhelmed by the thought of estate planning or building our wealth, Buffett's advice reminds us of two key but simple steps we can take to create financial and generational wealth.

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. But although they are a key part of your estate plan, relying on only a Will leaves huge gaps in your estate and actually guarantees that your family will need to go to court when you die. Read more …

If you have a blended family, estate planning is critical if you want your loved ones to avoid court and conflict in the event you die or become incapacitated. But planning for your blended family is also a great opportunity to strengthen your family bond through open conversations about your wishes and goals for your family and the love you have for them. Read more here …

AI technology is here, but don’t worry, you don’t need to be a techie to make AI work for you (or fear that it will lead to a revolution of Schwarzenegger-esque cyborgs). This week, I’m exploring 4 ways you can use AI language model software to make your family’s life easier. I’ll share real-world examples of the software in use, so you can free up more time for the things and people you love. Read it here…

Although it might seem foolproof to leave your pet to someone you trust through your Will, this estate planning tool alone won’t work to protect your pet from an uncertain future. Read more to learn why a Will is not the best planning tool for your pet and what you should do instead to ensure your furry, feathered, or scaly friends are cared for no matter what. Read More…

Stephen “tWitch” Boss, a hip-hop dancer, choreographer, and TV producer known for his role on So You Think You Can Dance and The Ellen Show, passed away suddenly on December 13, 2022. Because Boss died without a Will or Trust, Boss’ widow and three children must navigate the court system to collect his assets. Find out why this cautionary tale is relevant to everyone, not just the rich and famous. Read More…

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.

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.

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.