Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....

As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating...

What the National Debt Ceiling Extension Means for Your Family You’ve probably heard about the national debt ceiling and its recent...

July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and...

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

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...

The dream of passing on your business to your children and witnessing the legacy you've built continue to flourish is a powerful one....

Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate...

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

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...

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they...

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...

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...

Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended...

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...

If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t...

Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose...

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...

I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning...

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or...