Insights & Guidance

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

Browse by Category

Will, Trust, and Dying Intestate: How They Differ
Trusts

November 18, 2025

Will, Trust, and Dying Intestate: How They Differ

Will, Trust, and Dying Intestate: Most people understand that having an estate plan benefits them and their loved ones. However, many individuals do n...

estate planningblog post
Read Article
Michael Jackson’s Estate Sells Music to Sony for $600M
Estate Planning

November 11, 2025

Michael Jackson’s Estate Sells Music to Sony for $600M

Michael Jackson passed away in 2009, but the settling of his estate continues more than 15 years after his death due to a lingering tax dispute with t...

estate planningblog post
Read Article
Mission Accomplished: Your Guide to Veterans’ Planning Essentials
Veterans

November 11, 2025

Mission Accomplished: Your Guide to Veterans’ Planning Essentials

Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce. ...

Read Article
Estate Planning: Happy 18th Birthday! Now What?
Estate Planning

November 4, 2025

Estate Planning: Happy 18th Birthday! Now What?

Congratulations! You are now legally an adult. Although you may not feel any different, from a legal and estate planning standpoint, a great deal has ...

estate planningblog post
Read Article
Handling a Loved One’s Debts After They Die
Estate Planning

October 28, 2025

Handling a Loved One’s Debts After They Die

Americans are, quite literally, getting buried in debt, with nearly half expecting to pass away with outstanding debts.[1] As a general rule, a person...

estate planningblog post
Read Article
Money Isn’t Everything in Estate Planning
Estate Planning

October 21, 2025

Money Isn’t Everything in Estate Planning

Estate Planning: How to Pass Your Stories and Values to Future Generations Money and property may be the most discussed types of wealth that a person ...

estate planningblog post
Read Article
Estate Planning That Expresses Who You Are
Estate Planning

October 14, 2025

Estate Planning That Expresses Who You Are

5 Things to Talk About with Your Family in regards to your Estate Plan You intend to pass along your hard-earned money and property through your estat...

estate planningblog post
Read Article
The Estate of Richard Simmons: Sweatin’ the Small Stuff
Estate Planning

October 7, 2025

The Estate of Richard Simmons: Sweatin’ the Small Stuff

Fitness icon Richard Simmons, known for his flamboyant personality, high energy, and trademark attire, passed away in July 2024 following a fall at hi...

estate planningblog post
Read Article
Should I Buy a Home with Someone Other than a Spouse?
Uncategorized

September 30, 2025

Should I Buy a Home with Someone Other than a Spouse?

Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a home with ...

Read Article