Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
How to Keep Wealth in Your Family for Generations
Many families focus on building wealth, but fewer think about keeping it. [Research…
Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
You’ve built a life with someone you love - sharing a home, experiences, and maybe even finances - but without legal marriage, the law doesn’t…
Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones
October 20–26, 2025, is Estate Planning Awareness Week - a national observance created to encourage Americans to think about what will happen to…
Why You Don’t Want an Initial Consultation, But a Legacy Planning Session Instead
A typical initial consultation with an estate planning lawyer may look like this: you meet, you answer questions about your family and assets, and…
The Hidden Risks of Growing Older Without a Life & Legacy Plan
If you are like most people, you probably assume that when the time comes, someone—your spouse, your children, or maybe a close friend—will be there…
The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
My colleague told me a story recently. Her son moved into his first apartment at college and had to go grocery shopping on his own for the first…
Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
A client once told me she would give anything to hear her grandmother’s voice again. Her grandmother had been the heart of the family—the one who…
The $1.5 Million Estate Planning Mistake You Can't Afford to Make
Picture this: You and your spouse spend decades building a successful business, accumulating assets, and creating a stable life for your family. You…
When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever
Labor Day has always been about honoring the American worker—the people who build our communities, power our economy, and create the foundation of…
When Fame Can't Fix Family: What Hulk Hogan's Estate Teaches Us About Failed Planning
When wrestling legend Hulk Hogan died at age 71, the world lost an icon. But behind the headlines about his [estimated $25 million…
Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning
You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your financial advisor created your documents, or you…
“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
When [Anna Harp lost her father, Rudolph…