What the National Debt Ceiling Extension Means for Your Family

July 30, 2023July 30, 2023 Uncategorized

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 ... Read more

How to Talk About Estate Planning at Your Family Reunion

July 21, 2023July 21, 2023 Uncategorized

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. ... Read more

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

July 12, 2023July 12, 2023 Uncategorized

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while ... Read more

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

July 5, 2023July 5, 2023 Uncategorized

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 essential to ensure that your legal ... Read more

Have a Trust? How the Corporate Transparency Act Affects You

June 27, 2023June 27, 2023 Uncategorized

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 ... Read more

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

June 21, 2023June 21, 2023 Uncategorized

Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom estate planning. While major strides for LGBTQ+ rights have been made in ... Read more

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1

June 12, 2023June 12, 2023 Uncategorized

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 for equal rights. While significant ... Read more

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

June 5, 2023June 5, 2023 Uncategorized

May was Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or ... Read more

Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

May 29, 2023May 29, 2023 Uncategorized

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 ... Read more

Why “Just a Will” Is Never Enough

May 22, 2023May 15, 2023 Uncategorized

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 ... Read more