Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
Five Essential Steps to Protect Your Loved Ones in 2025
Do you know that uneasy feeling when you think about what everyone you love would do if (and when) something happened to you? That nagging voice…
Year-End Options for Giving to Charity
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan provides a way…
Common Estate Planning Questions Part 2 of 2
When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you…
Estate Planning in Times of Change: Part 1 of 2
With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you've been waiting for the "right…
Lessons from Tony Bennett's Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family divide…
Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, stuffing,…
The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. However, what many…
Veterans: Your Legacy is Worth Protecting
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service…
Common Estate Planning Myths Debunked
It’s National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently avoided topic. You might…
A Comprehensive Guide to Disaster Preparedness
In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a luxury; it’s…
Navigating End-of-Life Care: Lessons from a Daughter's Tragic Experience
In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when you do,…
A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney." But do you…