What Legacy Will You Leave Behind?
Have you ever thought about the good your legacy can do? Estate planning isn’t just about dividing up assets – it’s about intentionally creating a future that reflects your values, …
Let’s Talk About the One Thing We All Share: Death
Because planning for the end is part of truly living. We don’t talk about it much — but maybe we should. Death is the one thing every one of us …
Estate Planning Changes Under the One Big Beautiful Bill
What You Need to Know About the “One Big Beautiful Bill” (OBBBA) Signed into law on July 4, 2025, the One Big Beautiful Bill Act isn’t just about taxes and …
She Wore a Pink Polka Dot Helmet — What Will You Be Remembered For?
Mary McGee, one of the rare and fearless women to ever race motorcycles on a track, recently passed away. Known not just for breaking barriers, but also for her iconic …
She Said No to Quitting Unless There’s a Trust Fund
Quit Your Job and Be a Mom”—Wealthy In-Laws Demand, But She Won’t Budge Without a Trust Fund One woman’s stand for financial security is sparking viral debate online. When love …
Honoring the Journey: A Carriage Through Time
Step Into the Past: The Story of a Funeral Carriage from 1884. This elegant black carriage, known as a “double” or “extended-front” brougham (pronounced broom), was once a symbol of …
Don’t Assume It’s in Order — Check First
My parents said they had everything in order.” I hear this all the time. But when we actually check, it’s often a different story. One client couldn’t find any documents. …
When Wealth Meets Duty: The Crucial Role of Fiduciary Responsibility in Estate Planning
We often associate celebrity and wealth with freedom and privilege—but behind the luxury and headlines, even the most powerful figures are subject to one of the most demanding roles in …
When Something Doesn’t Feel Right it Probably Isn’t
Last week, I met with a new client who had recently lost her husband. Before he passed, he showed her some estate planning documents that had been drawn up by …
Why Anyone Over 18 Should Have an Estate Plan
It’s not just for the rich—or the old. When most people hear the term estate planning, they imagine wealthy retirees distributing million-dollar fortunes to their children. The truth is far …
