Avoid Family Fights with Smart Estate Planning Solutions
Estate planning disputes are on the rise. I see it even in my own practice. Heirs are not always happy with what they’re getting, and a lot of that comes …
What to Do When a Loved One Has Dementia or Declining Mental Health
1. Protect Finances Early 2. Notify and Coordinate with Advisors 3. Ensure Legal Authority Is in Place Confirm (or create while capacity remains): 4. Reduce Risk of Scams and Exploitation …
Secure Your Legacy Today
I’ve been working with a client in his nineties whose estate plan sorely needed to be updated while he could still do the updating. As part of our process, I …
When Family Members Disagree About an Estate Plan
If there’s one topic that dominated estate planning conversations this summer it’s this: disgruntled family members. “But Mom told me I was getting that.” “Dad would never have cut me …
When Family Becomes the Caregiver: A Caregiver Agreement Can Prevent Family Disputes
As parents age, one child often becomes the primary caregiver. Maybe that child lives nearby. Maybe she takes Mom to medical appointments, manages prescriptions, buys groceries, coordinates home repairs, handles …
What Happens to Your Credit Card Points and Airline Miles When You Die?
For frequent travelers, credit card points, airline miles, and hotel rewards can be surprisingly valuable. A person who has spent years accumulating rewards may have hundreds of thousands—or even millions—of …
You Got the NIL Deal. Now You Need an Estate Plan.
For generations, most college athletes didn’t have much money to worry about protecting. NIL changed that. Today, a college athlete may receive money from sponsorships, social media posts, autograph appearances, …
Who Gets Your Domain Name When You Die?
Estate Planning for GoDaddy Domains When people think about estate planning, they usually think about their home, bank accounts, investments, and personal belongings. But what about your website? For a …
Lessons from Q1 2026 – How to Handle Real Estate in Your Estate Plans
Estate Planning Insights If there’s one topic dominating estate planning conversations in 2026, it’s this: the house. For many families, the home is the largest asset—and the most emotional one. …
Don’t Let Paperwork Ruin Your Legacy
I’m currently helping an out-of-town client settle her sister’s estate. Her sister was an incredible academic. Her bookshelves, her journals, her research, all of it impeccable. Her personal affairs were …