top of page


The Perfect Solution for Choosing Your Child's Guardian
6 steps for naming guardians for your minor children.
Lauren Kaplan
Jun 303 min read


Avoid These Costly Estate Planning Pitfalls
Avoid these estate planning mistakes and protect your family.
Lauren Kaplan
Jun 205 min read


Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
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...
Lauren Kaplan
Jun 144 min read


The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Imagine this: You've built a business empire worth hundreds of millions of dollars, transformed a city's downtown area, and touched...
Lauren Kaplan
Jun 76 min read


Pride Month & Planning: Securing a Legacy That Lasts
As Pride Month begins, we celebrate the progress made toward equality while acknowledging that LGBTQIA+ individuals, couples, and...
Lauren Kaplan
Jun 15 min read


The Hidden Risks of Putting Your Home in Your Child’s Name
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...
Lauren Kaplan
May 276 min read


The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality...
Lauren Kaplan
May 185 min read


10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
Imagine this: something unexpected happens, and you're suddenly unable to care for your children. It's a parent's worst nightmare. In...
Lauren Kaplan
May 114 min read


Just Married? 6 Estate Planning Essentials for Newlyweds - Part 2
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...
Lauren Kaplan
May 45 min read


Just Married? 6 Estate Planning Essentials for Newlyweds - Part 1
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....
Lauren Kaplan
Apr 286 min read


10 Common Estate Planning Mistakes Your Family Can't Afford to Make - Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
Lauren Kaplan
Apr 207 min read


10 Common Estate Planning Mistakes Your Family Can't Afford To Make - Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
Lauren Kaplan
Apr 137 min read


Gene Hackman's Estate: A Wake-Up Call
The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for...
Lauren Kaplan
Apr 56 min read


Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
You've taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about...
Lauren Kaplan
Mar 295 min read


DIY Wills & Trusts: A Quick Fix That Could Lead to a Costly Disaster
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,...
Lauren Kaplan
Mar 224 min read


Protect Your Kids’ Future—On Your Terms
As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them,...
Lauren Kaplan
Mar 163 min read


Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...
Lauren Kaplan
Mar 95 min read


5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
Lauren Kaplan
Mar 16 min read


Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...
Lauren Kaplan
Feb 234 min read


Unclaimed Property: Why Estate Planning is More Than Just Documents
Every year on February 1st, we observe National Unclaimed Property Day - a reminder of the staggering $60 billion in forgotten and...
Lauren Kaplan
Feb 94 min read
bottom of page




