Will You Choose to Treat Beneficiaries Fairly or Equally?
Depending on your parenting philosophy, you will have to decide whether you want to treat your children or grandchildren equally or fairly in your estate plan. Treating your loved ones …
Myth: A Will Avoids Probate
Many people believe that once they have created a Will –whether drafted by an experienced attorney or using a do-it-yourself solution – they have avoided probate. Unfortunately, that is not …
Talk to Your Kids About Your Estate Plans
Life has been full of reminders lately about the importance of health, family, and planning for the future. If you haven’t had ‘the talk’ with your kids about your estate …
Honoring Your Legacy Through Cherished Heirlooms
Every client has unique stories, and I’m grateful to be part of them. A few years back, a client came in with two prized possessions he wanted to ensure were …
Gordon Ramsay’s Bold Legacy Choice
Gordon Ramsay, the world-renowned chef and restaurateur, has taken an unconventional approach to his legacy: he’s chosen not to leave his fortune to his five children. While surprising to some, …
Estate Planning Without An Inheritance
Only 25% of Americans plan to leave an inheritance to their children. You work hard for your money, and it’s your choice how you want it handled. But even if …
Updates to the 2025 Estate Gift Tax Limits
There are two taxes that will specifically affect estate planning that you should be aware of: estate taxes and gift taxes. The IRS regulations for these two types of taxes …
Don’t Let Uncertainty Creep In – Plan for the Unexpected
This Halloween, let’s talk about the scariest thing of all—uncertainty. Life is full of unexpected twists, and while we can’t predict the future, we can certainly prepare for it. Without …
Honoring Your Wishes Through Estate Planning
It is really important that you choose estate planning agents and trustees who will honor your wishes, and if they won’t, then they might not be the best decision. If …
Don’t Let Your Family Be Tricked – Secure Your Plan Today
What’s scarier than a haunted house on Halloween? A family left to navigate life without a plan in place. As the pumpkins glow and spooky decorations go up, it’s easy …