The $32 Million Dinosaur That Sparked a Family Legal Battle
A Dinosaur Worth $32 Million, and a Family Battle Behind It. When most people think about fossils, they imagine history buried beneath the ground. But the story of Stan, a …
Keep Your Vacation Home in the Family for Generations
Your vacation home can become more than a memory, it can become a legacy. One of my clients is thoughtfully planning for her home to remain a special place where …
Don’t Let Your Points Die With You
Have you ever stopped to think about what happens to your credit card points and airline miles when you’re no longer here? People spend years building up rewards for flights, …
The Estate Planning Conversation Most Families Avoid
Estate planning is more than documents, it’s peace of mind for the people you care about most. One of the biggest decisions you’ll face is whether to share your plan …
A Simple Plan Can Protect Your Family
Over half of Americans don’t have a simple will in place. That means millions of families are left guessing, forced into probate court, trying to make decisions without clear instructions, …
What is a Domestic Asset Protection Trust?
DAPTs: A smarter way to protect what you’ve worked so hard to build. Imagine being able to place a layer of protection around your money, property, and assets, while still …
Life Estate for Your Home: Is It the Right Choice for You?
A home is often one of the most valuable assets a person will ever own. When it comes to ensuring that your home passes to the intended person or group, …
Do Not Leave These Decisions to Your Kids
“I hope my kids remember the 4 seasons vacations… not the nursing home decisions later on” It starts as a cute meme until you realize the truth. If plans aren’t …
Planning a Barbecue Is Like Planning Your Estate
For many, Memorial Day weekend signals the start of summer and time spent enjoying warm weather activities like backyard barbecues with family and friends. While a cookout may feel informal, …
Think Probate Is Private? Think Again.
Most people assume that what happens after they pass away stays within the family. Unfortunately, that’s not always true. When a loved one dies and their estate goes through probate, …