Estate Planning

16 Jan

Our Top 10 Most Common Estate Planning Questions: Part 1

January 16, 2025
Posted by client

Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership a...

08 Jan

Estate Planning

Estate Planning in Times of Change: Part 2

January 8, 2025
Posted by client

In Part 1 of this series, we explored general estate planning considerations in today's changing landscape, especially those related to...

02 Jan

Estate Planning

Estate Planning in Times of Change: Part 1

January 2, 2025
Posted by client

With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you've been waiting f...

23 Dec

Estate Planning

Lessons from Tony Bennett’s Estate Battle

December 23, 2024
Posted by client

When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a fami...

20 Dec

Estate Planning

How To Create a Lasting Family Legacy This Holiday Season

December 20, 2024
Posted by client

The holidays, a time for family, reflection, and gratitude, present a unique opportunity to build a meaningful and lasting family legac...

11 Dec

Estate Planning

How the Holidays Can Inspire Your Family Legacy Planning

December 11, 2024
Posted by client

As the holidays approach, many families are busy planning menus, coordinating travel, hitting those holiday bucket list activities, bak...

05 Dec

Estate Planning

The Hidden Truth About Settling a Loved One’s Estate

December 5, 2024
Posted by client

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...

01 Dec

Estate Planning

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

December 1, 2024
Posted by client

Every day, we honor the brave individuals who have served our nation with dedication and resilience. Your service was a testament to yo...

19 Nov

Estate Planning

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

November 19, 2024
Posted by client

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...

08 Nov

Estate Planning

Debunking 4 Common Estate Planning Myths

November 8, 2024
Posted by client

You might think estate planning is only for the wealthy or too complicated and expensive. These are just a few myths surrounding estate...

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