Name legal guardians to ensure your children are protected.

Don't make these mistakes with your estate plan.

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...

Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate...

If you have minor children, don't skip this important estate planning step.

You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your financial advisor created your...

Don't send your kids back to school without these crucial forms

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

Updating your beneficiary designations is an under looked aspect of estate planning.

Take these steps if you inherit real estate.

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...

The massive tax legislation known as the "One Big Beautiful Bill"  (“OBBB”) became law on July 4, 2025, brings  sweeping changes that...

As we celebrated the Fourth of July, we honored the bold vision of people who refused to accept the status quo and instead created a...

6 steps for naming guardians for your minor children.

Avoid these estate planning mistakes and protect your family.

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...

Imagine this: You've built a business empire worth hundreds of millions of dollars, transformed a city's downtown area, and touched...

As Pride Month begins, we celebrate the progress made toward equality while acknowledging that LGBTQIA+ individuals, couples, and...

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...

Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality...