Plan & Play Event
Join Us for the Plan & Play Event - Secure Your Family’s Future While the Kids Have Fun!
As a parent, you've spent countless hou...
Our Top 10 Most Common Estate Planning Questions: Part 1
Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership a...
Estate Planning in Times of Change: Part 2
In Part 1 of this series, we explored general estate planning considerations in today's changing landscape, especially those related to...
Estate Planning in Times of Change: Part 1
With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you've been waiting f...
Lessons from Tony Bennett’s Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a fami...
How To Create a Lasting Family Legacy This Holiday Season
The holidays, a time for family, reflection, and gratitude, present a unique opportunity to build a meaningful and lasting family legac...
How the Holidays Can Inspire Your Family Legacy Planning
As the holidays approach, many families are busy planning menus, coordinating travel, hitting those holiday bucket list activities, bak...
The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. Howev...
Honoring Service: Essential Estate Planning Tips for Veterans and Their Families
Every day, we honor the brave individuals who have served our nation with dedication and resilience. Your service was a testament to yo...
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 legac...
Debunking 4 Common Estate Planning Myths
You might think estate planning is only for the wealthy or too complicated and expensive. These are just a few myths surrounding estate...
A Comprehensive Guide to Disaster Preparedness
In today's world, where natural disasters and unforeseen events can disrupt our lives immediately, preparedness is no longer a luxury; ...
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 r...