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Home » Blog

Is a Will Enough? Your Post-Will Planning Checklist

Is a Will Enough? Your Post-Will Planning Checklist

August 24, 2026August 24, 2026 Uncategorized
You did it.  Maybe Make-A-Will Month finally moved it to the top of your list. Maybe you’ve been meaning to get this done for years and this was the month ... Read more
A Celebrity Legacy Can’t Protect a Family Without Proper Planning

A Celebrity Legacy Can’t Protect a Family Without Proper Planning

August 17, 2026 Uncategorized
When I heard about Tenisha Warner’s lawsuit, my first thought wasn’t about the celebrity angle. It was: I’ve seen this before. Not the exact same story, but the same estate ... Read more
Make-A-Will Month: Why a Will Isn’t a Complete Estate Plan

Make-A-Will Month: Why a Will Isn’t a Complete Estate Plan

August 10, 2026August 10, 2026 Uncategorized
A family called me after losing their mother. She had a will, properly signed and perfectly valid. But it didn’t tell anyone who had legal authority to be with the ... Read more
Friends Don’t Let Friends Go Without an Estate Plan

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

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

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

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

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

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

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

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