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07 Mar

BOI/CTA UPDATE: Treasury Department Suspends Enforcement of Penalties

March 7, 2025
Posted by client

UPDATE: On March 2, 2025, the U.S. Department of the Treasury announced that it will not enforce any penalties or fines associated with...

08 Aug

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Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter

August 8, 2024
Posted by client

For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of ou...

01 Aug

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Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

August 1, 2024
Posted by client

This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week,...

25 Jul

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Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

July 25, 2024
Posted by client

What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. So, for ...

18 Jul

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The Surprising Connection Between Men’s Health and Estate Planning

July 18, 2024
Posted by client

As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men ...

11 Jul

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3 Strategies For Navigating Your Child’s Transition Into Adulthood

July 11, 2024
Posted by client

When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their hea...

01 Jul

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What Probate Is and How To Avoid It — Part 2

July 1, 2024
Posted by client

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your a...

27 Jun

Uncategorized

What Probate Is and How To Avoid It — Part 1

June 27, 2024
Posted by client

Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as prob...

19 Jun

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Avoid These 4 Common Estate Planning Pitfalls

June 19, 2024
Posted by client

If you’re a parent, you've always strived to provide the best for your family, ensuring their well-being and securing their future. How...

13 Jun

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Protecting Your LGBTQIA+ Family: An Estate Planning Guide for Non-Biological Parents

June 13, 2024
Posted by client

As an LGBTQIA+ non-biological parent, June sparks a flurry of Pride celebrations reminding you of the remarkable progress the community...

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