Insights & Guidance

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

Browse by Category

Lumpia Shanghai
Uncategorized

December 21, 2022

Lumpia Shanghai

A staple at every Filipino gathering, this food is not just for Christmas but for all kinds of occasions. Spring roll wrappers filled with pork, shrim...

Read Article
Venezuelan Ponche Crema
Uncategorized

December 21, 2022

Venezuelan Ponche Crema

This traditional Venezuelan holiday drink is similar to the American eggnog. It’s a rich, warming drink with a thick, creamy, sweet base complimented ...

Read Article
6 Ways Long-Term Care Insurance Can Benefit Your Estate Plan
Estate Planning

December 2, 2022

6 Ways Long-Term Care Insurance Can Benefit Your Estate Plan

Is long-term care insurance worth it? Long-term care insurance is a critical yet often overlooked part of an Estate Plan. With 40% of those currently ...

Read Article
How Death Cleaning Can Benefit Your Estate Plan
Estate Planning

November 27, 2022

How Death Cleaning Can Benefit Your Estate Plan

The Swedish practice of death cleaning can help streamline your estate plan and simplify the probating of your estate. No, it’s not about dusting the ...

Read Article
5 Smart Estate Planning Strategies for High Net-Worth Families
Estate Planning

November 25, 2022

5 Smart Estate Planning Strategies for High Net-Worth Families

Learn how high-net-worth families can use smart Estate Planning strategies to save on taxes and make the most of their assets. While Estate Planning i...

Read Article
How A 1031 Exchange Can Avoid Capital Gains Taxes
Estate Planning

November 18, 2022

How A 1031 Exchange Can Avoid Capital Gains Taxes

When leaving investment properties or real estate, find out how a 1031 Exchange can become a smart Estate Planning tool to deal with capital gains tax...

Read Article
5 Common Mistakes People Make When Writing A Will
Uncategorized

November 11, 2022

5 Common Mistakes People Make When Writing A Will

Many people mistakenly include stipulations that have no business being while writing a will, a.k.a. a Last Will and Testament. Learn the top 5 things...

Read Article
Improving Dementia Care: Helpful Resources For Caring For Elderly With Dementia
Elder Law

November 4, 2022

Improving Dementia Care: Helpful Resources For Caring For Elderly With Dementia

When providing long-term care for elderly people with dementia, improving dementia care is paramount to tend to the well-being of both patient and car...

Read Article
Springing v. Non-Springing Powers of Attorney
Uncategorized

October 24, 2022

Springing v. Non-Springing Powers of Attorney

Learn the pros and cons of using Springing versus Non-Springing Powers of Attorney. A power of attorney can be a valuable planning tool that lets you ...

Read Article