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...

Imagine this: something unexpected happens, and you're suddenly unable to care for your children. It's a parent's worst nightmare.  In...

As we head into wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do list. And yes, we...

As we head into the start of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do list....

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for...

You've taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about...

You’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will,...