10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1
Common life events can drastically affect your estate plan and even cause your plan not to work in the way you intended ... Read More
What the National Debt Ceiling Extension Means for Your Family
You’ve heard about the national debt ceiling and its recent extension, but what does it have to do with your everyday life as a family? ... Read More
How To Talk About Estate Planning At Your Family Reunion
July is National Family Reunion Month! If you’re getting together with family this month, it’s also a perfect time to talk to your loved ones about estate planning ... Read More
3 Mistakes That Could Make Your Estate Plan Worthless
This week, I’m sharing 3 common trust funding mistakes that could cost your family big money (or worse) and how to avoid them ... Read More
Essential Legal Prep for a Worry-Free Vacation
Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure ... Read More
Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news ... Read More
The Importance of Customized Estate Planning for LGBTQ+ Relationships
June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight for equal rights ... Read More
Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview
While no one can predict how many more years we’ll have with our elderly loved ones, there is an easy way to capture their stories, wisdom, and love for future generations ... Read More
Want to Grow Wealth? Warren Buffet’s Unexpected Investment
At this year’s Berkshire Hathaway annual shareholder meeting, Warren Buffett shared several pieces of advice for growing wealth that you may not have expected ... Read More
