Plan Not Just for Yourself, Plan for Your Family
We spend our lives working hard to give our loved ones comfort, stability, and care. But what happens when we are no longer here to guide them? Estate planning is …
Having a Will is Only Half the Job
Having a will is only half the job, making sure your loved ones know where it is completes the plan. Don’t leave your family guessing; let them know where your …
They Planned for Everything, Except How Life Can Change
Over the years, laws shifted, markets turned, and this family’s story evolved. That’s why it’s so important to plan not just for today, but for the future. Let’s talk and …
Your Cyber Legacy: 3 Tips for Your Digital Assets
In 2025, nearly every aspect of our lives has a digital footprint — from social media and cloud storage to cryptocurrency wallets and online businesses. Yet, many people still overlook …
Estate Planning isn’t just Paperwork
Estate planning isn’t just paperwork, it’s peace of mind. Too many families discover the chaos left behind when nothing is prepared. Protect your loved ones from regret and struggle. Call …
Why Every Parent Needs an Estate Plan Today
“If something happened to you tomorrow, would your kids be protected?” That question might feel uncomfortable, but it’s the reality many parents overlook. Between school runs, work deadlines, and endless …
The Clock is Ticking, 2025 is Almost Over!
While we’re counting down to Halloween, Thanksgiving, and Christmas, there’s one more date you can’t ignore: December 31. That’s your last chance to get your estate plan in place before …
Armani’s Blueprint for Legacy & Liquidity
Giorgio Armani spent a lifetime refusing to sell or list his house; in death, his will sketches a controlled, phased exit that preserves legacy while unlocking strategic options. Heirs are …
Annual Reviews
Yesterday I met with a client from California who recently moved to Arizona. She wanted to ensure her estate plan was valid here. During the review, we discovered her will …
The Most Common Inheritance Tax Mistakes and How to Avoid Them
When people think about leaving a legacy, they often focus on what to pass on but forget about how taxes and laws can reshape those plans. Inheritance tax rules can …
