Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1
***Maybe you thought that creating a Will or Trust is something you can do once, and then your family and assets are protected forever after. It…
Building Client Connection and Trust Through Your Legal Agreements
***Cash flow is king when it comes to business, and maintaining strong cash flow requires consistent sales. That may sound obvious, but what’s likely…
What the National Debt Ceiling Extension Means for Your Family
***You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday life as…
Should I Operate as a Sole Proprietor or a Corporation?
***As a small business owner, there were a lot of decisions you considered when you started your business, from what services to offer and where your…
What the National Debt Ceiling Extension Means for Your Family
***You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday life as…
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
***July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and reminisce about…
Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless
***Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to…
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
***Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's…
Have a Trust? How the Corporate Transparency Act Affects You
***Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency…
5 Common Estate Planning Concerns For Your Second (or More) Marriage
***As your Personal Family Lawyer®, we will work with you, taking into account your unique family dynamics, assets, and potential areas of risk and…
PREVENT UNDUE INFLUENCE WITH PROACTIVE COMMUNICATION & PLANNING
***Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were…
Create a Stronger Blended Family Through Estate Planning
***Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families.…