Friends Don’t Let Friends Go Without an Estate Plan

August 3, 2026August 3, 2026 Uncategorized

There’s a phrase most of us remember from decades past: “Friends don’t let friends drive drunk.” It was simple, direct, and it worked, because it reframed a difficult conversation as ... Read more

Understanding Trump Accounts for Newborns

July 27, 2026 Uncategorized

If your baby was born on or after January 1, 2025, the federal government has set aside $1,000 for your child. The account is available now. Contributions opened on July ... Read more

When Your Spouse Won’t Get on Board with Estate Planning: What to Do Now

July 20, 2026July 20, 2026 Uncategorized

You’ve brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged on for years, or a family left scrambling ... Read more

What Happens to Debt When You Die: What Families Must Know

July 13, 2026July 13, 2026 Uncategorized

The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his account. The representative told her she was responsible for the balance and ... Read more

The New Tax Law and Your Family’s Trust: What to Know Now

July 6, 2026 Uncategorized

A client forwarded me a CNBC article last week with a note: “Does this affect our trust?” It was a reasonable question. The article described a provision buried in the ... Read more

Digital Estate Planning: Why Passwords Aren’t Enough

June 29, 2026June 29, 2026 Uncategorized

She found the notebook in the top drawer of her mother’s desk. Six pages. Every account. Every password. Username, password, recovery question. Her mother had been organized her whole life, ... Read more

Divorce Doesn’t Update Your Estate Plan: Here’s What Does

June 22, 2026June 22, 2026 Uncategorized

If you are a divorced father, you already know something that most married fathers don’t: showing up for your kids takes more deliberate effort than it looks like from the ... Read more

The Father the Law Doesn’t See: What Stepfathers and Father Figures Need to Know

June 15, 2026June 15, 2026 Uncategorized

If you are a stepfather, you know the difference between the legal definition of father and the real one. The real one shows up. He learns the allergies, the fears, ... Read more

The Question Fathers Think They’ve Answered (But Haven’t)

June 8, 2026June 8, 2026 Uncategorized

There are two kinds of fathers. The first kind coaches the games, makes it to the school plays, stays up late helping with the projects, and loves his family in ... Read more

Who Would Raise Your Kids If You Couldn’t?

June 1, 2026June 1, 2026 Uncategorized

I work with parents on this exact question all the time, and especially this time of year, sitting right between Mother’s Day and Father’s Day, the love you have for ... Read more