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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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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 […]
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Planning a Trip? Protect Your Children with a Kids Protection Plan

As Spring Break approaches, followed by summer, you’re likely focused on planning the perfect getaway with your children – booking flights, reserving hotels, and mapping out exciting activities. But there’s […]
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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 marriages are rolled back. You’ve worked hard to build a […]
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Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy

The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in “Beverly Hills, 90210,” “Heathers” and […]
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Estate Planning in Times of Change: Part 1

With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rates in flux, you may wonder how to protect your assets in the face of uncertainty.
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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.
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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.
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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.



