Picture this: you’ve just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, maybe your financial advisor drafted it for you for a nominal fee while creating your financial plan. These options promise ease and convenience and at a fraction of the cost of hiring …
Why Business Owners Deserve More Than an Easy or Cheap Estate Plan Read More »
Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the people you love? That’s the reality many American families face when thinking about the estate tax – sometimes called the “death tax.” There’s a legislative …
The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones Read More »
When we think about Mother’s Day, we often picture breakfast in bed, handmade cards, and bouquets of fresh flowers. But what if there was a way for mom to express her love and care that extends far beyond their lifetime? This is where thoughtful estate planning enters the picture—not as a cold legal process, but …
A Mother’s Legacy: Estate Planning as Your Greatest Expression of Love Read More »
Imagine this: something unexpected happens, and you’re suddenly unable to care for your children. It’s a parent’s worst nightmare. In this situation, you’d want to know that your kids will be loved, cared for, and raised according to the values you hold dear. But have you taken the right legal steps to ensure that happens? …
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right) Read More »
Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, a computer engineer from Wales, who has now spent more than a decade fighting to recover a discarded hard drive containing the private key to his Bitcoin fortune. Here’s what …
The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for everyone – married couples especially – regardless of your net worth. Whether you have significant assets or just want to ensure your wishes are honored during your lifetime and you don’t leave a mess …
You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes are known and honored, and you do not want to leave behind a mess for the people you love. Great work. But here’s …
Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential Read More »
Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news when headlines about a bank failure catch your eye. Your stomach drops as you realize a significant portion of your savings could be at risk …
Love in the 21st century takes many forms, and for a growing number of couples, “forever” doesn’t always include a marriage license. While a deeply personal choice, being unmarried adds layers of legal and financial complexity that can’t be ignored, especially when it comes to protecting your assets and loved ones. Imagine this: you’ve built …
As Spring Break approaches, followed by summer, you’re likely focused on planning the perfect getaway with your children – booking flights, reserving hotels, and mapping out exciting activities. But there’s one crucial aspect of travel planning that often gets overlooked: ensuring your children’s safety and care if something unexpected happens to you during your trip. …
Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ Read More »
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ABOUT US
With over 15 years of experience providing compassionate and solutions-focused legal services, I have supported individuals and families through some of life’s most important—and often most challenging—transitions. My practice is dedicated exclusively to Estate Planning, Probate, uncontested Conservatorships and Guardianships, and soon, Trust Administration. I focus on clear communication, practical guidance, and respectful service that honors each client’s values and goals. My commitment is to deliver experienced, trustworthy counsel with compassion, integrity, and respect every step of the way.
