Insights & Guidance

Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.

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Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners
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February 3, 2026

Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners

Estate Planning Tips for Unmarried Partners: More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whet...

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Stress Test Your Estate Plan
Uncategorized

January 27, 2026

Stress Test Your Estate Plan

Creating an estate plan is a huge accomplishment. However, your work is not done when the documents have been signed. You must still ensure that the c...

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Retirement Planning for Business Owners
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January 20, 2026

Retirement Planning for Business Owners

Many employees save for retirement by participating in their employer’s 401(k) plan and maybe even opening an individual retirement account (IRA) or R...

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Passing Along a Benefit, Not a Burden: Why Estate Planning for Absence and Incapacity Is Indispensable for Business Owners
Uncategorized

January 13, 2026

Passing Along a Benefit, Not a Burden: Why Estate Planning for Absence and Incapacity Is Indispensable for Business Owners

Estate Planning: As a business owner, you have likely considered establishing an estate plan to ensure your company’s continued success after your pas...

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Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
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January 6, 2026

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

Avoid Living Probate: While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their p...

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There’s Never A Better Time Than Now To Get Your Estate Plan
Estate Planning

December 16, 2025

There’s Never A Better Time Than Now To Get Your Estate Plan

The idea of getting your financial, legal, and estate plan in order is likely the last thing on your mind during the busy holiday season. But getting ...

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Self-Care: 5 Ways to Show Yourself a Little Love
Estate Planning

December 9, 2025

Self-Care: 5 Ways to Show Yourself a Little Love

Self-Care: It’s time to take a deep breath and spend some time taking care of yourself before the holidays arrive. Everyone needs to take steps to rel...

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Is Your Estate Plan Unfinished? Don’t Wait to Complete This Important Process
Estate Planning

December 2, 2025

Is Your Estate Plan Unfinished? Don’t Wait to Complete This Important Process

For most people, thinking about one’s own mortality is unpleasant, and sometimes having an Estate Plan is low on the list of priorities. While you may...

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Estate Planning...A must whether you have a little or a lot!
Estate Planning

November 25, 2025

Estate Planning...A must whether you have a little or a lot!

While everyone is celebrating during this holiday season, the manner of these celebrations can vary based on differing family traditions, religions, a...

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