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. It seems to be how most lawyers structure their services, so it wouldn’t be surprising if you did think this. You work with your lawyer, they draft documents, you bring …

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1 Read More »

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 may seem like a distant matter, the national debt ceiling extension can have a significant impact on your family’s financial well-being and future planning.  So …

What the National Debt Ceiling Extension Means for Your Family Read More »

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 also providing them with a lifetime of asset protection, if you choose it for them. But, here’s the thing you might not know, and is …

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

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 affairs are in order so you can fully relax during your travels.  Can’t imagine doing one more thing before you take some much-needed time away?  …

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

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 year. If you aren’t, it’s time to get in the know because it could impact you, and if you it does, you’ll need support. Starting …

Have a Trust? How the Corporate Transparency Act Affects You Read More »

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 recent years, estate planning law is still written with hetero, cisgender couples in mind, which means that your wishes and your rights may not be …

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

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 strides have been made, such as the legalization of same-gender marriage and increased recognition of LGBTQ+ families, there is still a large gap in estate …

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

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 are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved ones aging or seeing how you’ve aged yourself …

Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview Read More »

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 history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and making money.  At this year’s Berkshire Hathaway annual shareholder meeting, …

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

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 complicated for their estate- just a Will. Indeed, Wills have a reputation as the number one estate planning tool and can be seen all over …

Why “Just a Will” Is Never Enough Read More »