Blog

  • Lessons from Tony Bennett’s Estate Battle

    Lessons from Tony Bennett’s Estate Battle

    When the iconic Tony Bennett passed away in July 2023 at 96, the world lost a beloved crooner whose music touched generations. Yet, behind the harmony of his musical achievements lies a discordant note in his personal life. Following his passing, a family dispute casts a shadow over his legacy. While Bennett brought people together…

  • How To Create a Lasting Family Legacy This Holiday Season

    How To Create a Lasting Family Legacy This Holiday Season

    The holiday season is the perfect time to create a lasting family legacy by capturing the values, stories, and wisdom that define your family’s identity. Through meaningful conversations guided by thought-provoking questions, you can record these priceless insights to preserve them for future generations. Pair this effort with a comprehensive estate plan to protect your…

  • How the Holidays Can Inspire Your Family Legacy Planning

    How the Holidays Can Inspire Your Family Legacy Planning

    While passing down family recipes and gathering around the holiday table are cherished traditions, these moments also present a perfect opportunity to discuss, preserve, and protect your family’s broader legacy.

  • The Hidden Truth About Settling a Loved One’s Estate

    The Hidden Truth About Settling a Loved One’s Estate

    Being named as an executor might seem like an honor, but many people don’t realize the enormous responsibility and potential headaches that come with the role. Learn what’s involved in administering someone’s estate and how proper planning can save your loved ones from unnecessary stress and conflict.

  • Honoring Service: Essential Estate Planning Tips for Veterans and Their Families

    Honoring Service: Essential Estate Planning Tips for Veterans and Their Families

    Your military service demonstrated a profound commitment to protecting America’s future. Now, it’s time to protect your family’s future through thoughtful estate planning that honors your service. Protecting your veteran benefits isn’t just practical—it’s your final act of service.

  • Shining a Light on Shelley Duvall’s Death and Estate Plan

    Shining a Light on Shelley Duvall’s Death and Estate Plan

    Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans, her passing reveals some important lessons about estate planning that everyone can learn from.

  • Debunking 4 Common Estate Planning Myths

    Debunking 4 Common Estate Planning Myths

    It’s time to shed light on estate planning as it is an often misunderstood and frequently avoided topic. Many people don’t understand what estate planning is – even attorneys sometimes don’t understand it. So, I’ll take this opportunity to set the record straight and debunk some common myths, then explore why you need an estate…

  • A Comprehensive Guide to Disaster Preparedness

    A Comprehensive Guide to Disaster Preparedness

    Natural disasters and unforeseen events—like hurricanes, wildfires, power outages, or personal emergencies—can strike without warning. Having a plan is no longer just a good idea; it’s essential for protecting yourself, your loved ones, and your property. By preparing now, you ensure you can respond calmly and effectively when life throws unexpected challenges. Preparation isn’t just…

  • Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience

    Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience

    In an aging society, you might face difficult end-of-life decisions for your loved ones sooner than expected. And when you do, you’ll realize that the journey is rarely straightforward.

  • A Power of Attorney May Not Be What You Think

    A Power of Attorney May Not Be What You Think

    If you’ve ever considered planning for your future or helped someone plan for theirs, you’ve probably heard the term “power of attorney.” But do you know what it is and how it works?

  • Preventing Family Feuds Over Your Personal Belongings

    Preventing Family Feuds Over Your Personal Belongings

    The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal belongings tear your family apart. These disputes, primarily when centered around meaningful objects, can leave lasting wounds that may never fully heal.

  • Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts

    Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts

    When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of his estate began to emerge, a curious puzzle presented itself: why did he seem to have less money than you’d expect?