Insights & Guidance

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

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Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment
Estate Planning

June 9, 2023

Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Most financially savvy individuals begin estate planning when they’re in peak mental shape. The idea that this might change at some point in the dista...

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Estate Planning Essentials: The Role of Trusts in Securing Your Legacy
Estate Planning

June 2, 2023

Estate Planning Essentials: The Role of Trusts in Securing Your Legacy

Discover the game-changer in estate planning that goes beyond a simple will. Do you want to unlock the secrets of trusts and unveil the numerous advan...

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The Entrepreneur’s Guide to Keeping Your Estate Intact in the Face of Divorce, Bankruptcy, and Lawsuits
Estate Planning

May 29, 2023

The Entrepreneur’s Guide to Keeping Your Estate Intact in the Face of Divorce, Bankruptcy, and Lawsuits

The Importance of Proactive Asset Protection Planning They say when life gives you lemons, make lemonade. But what if you could plant a lemon tree tha...

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Caring for Mental Health in Your Estate Plan: A Guide for You and Your Loved Ones
Estate Planning

May 22, 2023

Caring for Mental Health in Your Estate Plan: A Guide for You and Your Loved Ones

It’s not uncommon for a member of the family to be living with a mental health condition. In fact, according to the National Alliance on Mental Illnes...

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Declaration of Mental Health Treatment: Supporting Loved Ones with Mental Illness
Declaration of Guardian

May 16, 2023

Declaration of Mental Health Treatment: Supporting Loved Ones with Mental Illness

If you have a family member that has been diagnosed with a mental illness, you can probably understand how difficult it can be to get the person help ...

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Aretha Franklin and her Four Wills
Estate Planning

May 8, 2023

Aretha Franklin and her Four Wills

Aretha Franklin shined bright in the music world with iconic hits such as “Respect,” “(You Make Me Feel Like) A Natural Woman,” “I Say A Little Prayer...

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The Family Business & Blended Families: Who Gets What and When?
Estate Planning

May 1, 2023

The Family Business & Blended Families: Who Gets What and When?

Finding someone you want to spend the rest of your life with is always a happy occasion. But taking the leap from single to married, especially when c...

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Protect Your Assets from Bankruptcy, Divorce Settlements, and Lawsuits
Estate Planning

April 24, 2023

Protect Your Assets from Bankruptcy, Divorce Settlements, and Lawsuits

Your hard-earned assets are not just a financial matter. They represent your life's work, your dreams, and your legacy. However, life can throw unexpe...

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Three Helpful Tips for Overwhelmed Executors
Uncategorized

April 17, 2023

Three Helpful Tips for Overwhelmed Executors

To be named as an executor in someone's Will is both an incredible honor and a great deal of pressure and responsibility. The role of the executor inv...

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