Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
3 Ways to Manage Workplace Conflict
***Handling workplace conflict can be one of the most difficult aspects of running a business. While achieving business goals may require talent and…
Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview
***May is Senior Citizen’s Month, a time to reflect and appreciate all the things seniors have done for us. Whether they are our parents,…
Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need…
4 Ways to Use AI to Make Life Easier for You and Your Family
Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to take some time…
4 Ways to Use AI to Make Life Easier for You and Your Family
**4 Ways to Use AI to Make Life Easier for You and Your Family** Whether you’re turning on the news or scrolling through Instagram, it’s hard not to…
Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead
If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t just a pet -…
Stephen “tWitch” Boss Dies Without a Will
Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose personality lit…
3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three…
Can you explain how the administration of a will works?Q & A:
## QUESTION Q: Can you explain how the administration of a will works? –Taking Care of Mom **ANSWER** A: Dear Taking Care: In order for assets in a…
Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs
I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning lawyer, may…
Estate Planning Before You Travel: Why It's Critically Important
Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids, or friend’s…
Why Everyone Needs to Keep Their Estate Plan Updated
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a…