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Welcome on your journey to continue to learn about Estate Planning. We are happy to be part of the resources you trust and rely on. We know you have many options to choose from and we are happy you have chosen us. I look forward to meeting with you in person to continue the journey.
4 Tips for Talking About Estate Planning at Your Family Reunion
July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and...
Jul 18, 20235 min read
Pitfalls That Could Make Your Estate Plan Worthless
Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your...
Jul 7, 20234 min read
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...
Jun 30, 20234 min read
Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate...
Jun 26, 20235 min read
Long-Term Care Insurance: What You Need to Know
With the booming aging population, more and more seniors will require long-term healthcare services, whether at home, in an assisted...
Jun 9, 20236 min read
The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 2
Last week, we started the discussion of why it’s important for LGBTQ+ families to invest in custom estate planning. While major strides...
Jun 9, 20234 min read
The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 1
June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight...
Jun 7, 20234 min read
Capturing the Stories of Aging Loved Ones
When you think about an aging loved one or a loved one who has passed away, you probably don’t give much thought to the material things...
May 30, 20235 min read
Want To Grow Wealth? Warren Buffett's Unexpected Investment Advice
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of...
May 23, 20235 min read
Why “Just a Will” Is Never Enough
Wills have a reputation as the number one estate planning tool, in small part thanks to Hollywood’s dramatic “reading of the Will” scenes...
May 16, 20236 min read
Create a Stronger Blended Family Through Estate Planning
Blended families were once considered “non-traditional” families. Today, blended families have become just as common as non-blended...
May 8, 20235 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 2, 20235 min read
Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead
There is a special bond that exists between a pet owner and their pets. To many pet owners, our furry friends aren’t just a pet - they’re...
Apr 25, 20235 min read
Stephen “tWitch” Boss Dies Without a Will
Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose...
Apr 18, 20234 min read
3 Simple Mistakes That Can Derail Your Estate Plan
While it might seem simple enough to put together an estate plan online or have your tax attorney prepare your will, it can be very...
Apr 12, 20235 min read
Top 5 Questions To Ask Before Hiring An Estate Planning Lawyer
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...
Apr 4, 20235 min read
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...
Mar 28, 20234 min read
4 Reasons Why You Should Keep Your Estate Plan Updated
Laws change. Your life changes. It’s important for your estate plan to be up-to-date with these changes. Your estate plan is a set of...
Mar 20, 20234 min read
Obtaining A Power Of Attorney For Elderly Parents
Making important decisions for aging parents can be a challenging task. Power of attorney (POA) enables individuals to make crucial...
Mar 14, 20235 min read
Your Rights As The Parent Of A Young Adult
As a parent, you may be accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
Mar 7, 20233 min read
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