Insights & Guidance

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

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Blindsided: The Michael Oher Conservatorship Controversy Explained
Estate Planning

July 9, 2024

Blindsided: The Michael Oher Conservatorship Controversy Explained

Michael Oher has had a remarkable life so far. Born to a single mother struggling with addiction and growing up in and out of foster care....

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Does the Guardian for My Child Have to Be a United States Citizen?
Estate Planning

July 2, 2024

Does the Guardian for My Child Have to Be a United States Citizen?

Does the Guardian for My Child Have to Be a United States Citizen? One of the more uncomfortable aspects of estate planning is deciding what will happ...

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Do Not Leave Your Trust Unprotected: 6 Ways a Trust Protector Can Help You
Estate Planning

June 25, 2024

Do Not Leave Your Trust Unprotected: 6 Ways a Trust Protector Can Help You

Trust protectors are commonly used in the United States. Essentially, a trust protector is someone who serves as an appointed authority over a trust t...

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The Death of Anne Heche: Lessons for Estate Planning
Estate Planning

June 18, 2024

The Death of Anne Heche: Lessons for Estate Planning

Anne Heche ’s recent accidental death was a shocking reminder of how the everyday can quickly turn into the tragic....

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Passing the Torch: Smart Business Succession Strategies
Estate Planning

June 11, 2024

Passing the Torch: Smart Business Succession Strategies

Passing the Torch: Smart Business Succession Strategies. For many business owners, their business is one of the most valuable and important things the...

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Dutiful Child or Manipulator of the Elderly?
Estate Planning

June 4, 2024

Dutiful Child or Manipulator of the Elderly?

As parents age and their physical and mental capacities diminish, it is natural for their adult children, recognizing their elderly parents’ decreasin...

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Why Deathbed Planning Might Give You Additional Grief
Estate Planning

May 29, 2024

Why Deathbed Planning Might Give You Additional Grief

Deathbed Planning None of us likes to think about our own death or enjoys planning for that occasion. However, if you do not create an estate plan or ...

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Mental Health Considerations in Estate Planning
Estate Planning

May 22, 2024

Mental Health Considerations in Estate Planning

It is okay to not be okay. Removing the stigma of mental health starts with realizing that many people—about one in five of all US adults--are affecte...

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Inspiring Action: The Guide to Creating or Updating Your Estate Plan
Estate Planning

May 15, 2024

Inspiring Action: The Guide to Creating or Updating Your Estate Plan

Creating or revising an estate plan can feel overwhelming, causing many people to procrastinate. But the longer you put it off, the more potential the...

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