Estate Planning Lessons from Influential Women
2025-03-03 Women throughout history have played a vital role in shaping financial legacies. Learn three key estate planning lessons from inspiring women—Madam C.J. Walker, Eleanor Roosevelt, and Oprah Winfrey—to protect your wealth, values, and legacy.
Essential Incapacity Documents for Your 18-year-old Child
2025-02-10 As your child turns 18 and prepares for college, it is crucial to have incapacity documents such as Healthcare Power of Attorney, HIPAA Authorization, Durable Power of Attorney, Living Will, and FERPA Release in place. These documents ensure that tru...
Why 18 Is Too Young: Smarter Options for Your Kids' Inheritance
2025-02-04 Ensure your children receive their inheritance in a way that supports their long-term well-being. Learn about lump sums, staggered distributions, and lifetime asset protection trusts to support their long-term well-being.
Can You Really Spot a “Simple” Estate?
2025-01-14 As an estate planning lawyer, one of the most common statements I hear is:  "I have a simple situation, so I don’t need any fancy trusts or complicated planning." It’s a natural assumption, but here’s the catch—most people aren’t the best judges of ...
Does Your Estate Plan Have These Critical Documents?
2024-12-17 Learn about the essential documents every estate plan should have, from wills and trusts to healthcare directives. Estate planning isn’t just about passing on your assets—it’s about ensuring your wishes are honored in any situation.

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