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Jul 28, 20235 min read

10 Life events that signal it's time to review your estate plan - part 1

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....

Jul 4, 20235 min read

Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing...

Jun 20, 20236 min read

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...

Jun 6, 20238 min read

4 Ways to Use AI to Make Life Easier for You and Your Family

Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to...

May 23, 20236 min read

Why “Just a Will” Is Never Enough

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...

May 9, 20236 min read

Create a Stronger Blended Family Through Estate Planning

Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended...

Apr 24, 20235 min read

Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead

If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t...

Mar 31, 20237 min read

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...

Mar 6, 20233 min read

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...

Feb 8, 20234 min read

Before You Agree to Be a Trustee, Read This!

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...

Jan 28, 20234 min read

4 Common Mistakes Made On Life Insurance Beneficiary Designations

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...

Jan 3, 20235 min read

3 Essential Questions To Ask Before Creating Your Will Online

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...

Dec 28, 20223 min read

Checklist: 5 Financial Decisions to Consider Before December 31

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...

Dec 14, 20225 min read

Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...

Dec 6, 20225 min read

4 Year-End Tax-Saving Strategies For 2022

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...

Nov 19, 20226 min read

How To Manage Your Digital Accounts After Your Death—Part 3

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Nov 8, 20225 min read

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Oct 31, 20224 min read

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Oct 14, 20227 min read

2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?

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...

Oct 3, 20225 min read

ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2

Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...