Life events can drastically affect your estate plan and even cause your plan not to work in the way you intended. Maybe you thought that creating a Will or Trust…
What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday life as a family. While it…
Awakened Planning: How to Talk 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 reminisce about the wonderful memories you share together.…
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Your vacation is 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…
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 Transparency Act, set to kick in next…
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely…
Capturing the Stories of Loved Ones: The Power of a Legacy Interview
When you think about a loved one who has passed away, you probably don’t give much thought to the material things they’ve left you. Maybe you have a piece of…
Want to Grow Wealth ? Warren Buffet’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 the most successful investors in…
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 don’t need anything…
Create a Stronger Blended Family Through Estate Planning
A blended family was once considered a “non-traditional” family, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who…