A Look Back at Our 2025
2025 has been a year filled with hard work, celebrations, and plenty of fun along the way. We hope this season gives you time to reflect on the moments that …
Why Your Estate Plan Needs a Resume-Style Update
When was the last time you updated your resume? Now ask yourself something more important. When was the last time you reviewed your estate plan? Most people would never send …
When Outsiders Try to Take Control of Your Family
I just spoke with a client whose father was falsely reported to Adult Protective Services as having no family and needing a court-appointed guardian. None of it was true. He …
The One Holiday Question That Could Save Your Family From Future Conflict
This Holiday Season, Ask One Simple Question That Can Preserve Your Family’s Legacy When families gather for the holidays, conversations usually revolve around food, memories, laughter, and catching up on …
When DNA Tests Reveal More Than Expected: Why Clear Estate Planning Matters More Than Ever
In a world where at home DNA tests can unlock long lost family connections with the click of a button, many people are discovering relatives they never knew existed. For …
What Can I Do To Prepare For The Future
Many people come to me when their spouse becomes ill and ask, “What can I do to prepare for the future?” One important step is making sure you have a …
The Gift We Forget to Give: Why Holiday Conversations About Legacy Matter More Than We Realize
When the holidays come around, we think about food, laughter, traditions, and the people who make all of it meaningful. But there’s another gift that often gets overlooked, even though …
Beyond Borders: Mastering Estate Planning in a Globalized World
Estate planning used to be simple. A client lived in one place, worked in one place, and held most of their assets in that same location. Today, families are spread …
A Promise Isn’t a Plan
When your spouse says you’ll be taken care of… make sure you both mean the same thing. Too many families discover the truth when it’s already too late. If you’re …
Celebrity Estate Battles: What They Teach Us About Protecting Your Own Legacy
Even the richest and most admired celebrities face one universal truth. Without a clear and well communicated estate plan, families fight. And not just a little. We are talking about …
