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This Father’s Day Take Your Provision One Step Further
Father’s Day arrives each June filled with barbecues, baseball games, and heartfelt cards celebrating the dads who shape our lives. While ties and tool sets make thoughtful gifts, what if […]
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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 families still face unique legal challenges. Despite the landmark decision in Obergefell […]
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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 countless lives with your vision and generosity. Then, unexpectedly, you […]
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Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
Memorial Day isn’t just about barbeques or pool parties. It’s a day to collectively pause and honor the brave men and women who made the ultimate sacrifice for our freedom […]
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Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
Picture this: you’ve just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, maybe your financial advisor drafted it for […]
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The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the […]
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10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
The 10 Common Mistakes Parents Make When Choosing Guardians 1) Thinking a Will is Enough A will is essential, but it only kicks in *after* you’re gone. It doesn’t cover […]
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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 for James Howells, a computer engineer from Wales, […]
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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 everyone – married couples especially – regardless of your […]
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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 keeping your family out of court and conflict, ensuring […]
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Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news […]
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Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for a growing number of couples, “forever” doesn’t always include a marriage license. While a deeply personal choice, being unmarried adds […]
