Insights & Guidance

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

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Life Estate versus Right of Occupancy Trust: Which Is Right for You?
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September 23, 2025

Life Estate versus Right of Occupancy Trust: Which Is Right for You?

Planning for the future of your home can be complicated, especially when you want to ensure that a loved one can continue living there after you are g...

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The Wrong Successor Trustee Can Derail Your Final Wishes
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September 16, 2025

The Wrong Successor Trustee Can Derail Your Final Wishes

Many estate plans contain revocable living trusts that will become irrevocable (cannot be easily changed or terminated) when the trustmaker dies. Such...

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The Passing of James Earl Jones
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September 9, 2025

The Passing of James Earl Jones

“No, I am your father.” These words, uttered by James Earl Jones in his voice-over role as Darth Vader, are indelible in the minds of Star Wars fans. ...

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HIPAA: An Overview for Young Adults
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September 2, 2025

HIPAA: An Overview for Young Adults

The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for prote...

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AB Trusts—Do You Need to Get Rid of Yours?
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August 26, 2025

AB Trusts—Do You Need to Get Rid of Yours?

If the last time you and your spouse updated your estate plan was more than a decade ago, your estate plan may contain what is sometimes referred to a...

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Money Isn’t Everything in Estate Planning How to Pass Your Stories and Values to Future Generations
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August 19, 2025

Money Isn’t Everything in 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 owns, but the riches of their experience and wisdom can mean even more to l...

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Estate Planning for the Unthinkable: Essential Tools for Parents of Minor Children
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August 12, 2025

Estate Planning for the Unthinkable: Essential Tools for Parents of Minor Children

Approximately three-fourths of Americans do not have a basic will.[1] Many of the same people also have children under the age of 18, which underscore...

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Lessons from Warren Buffett’s Estate Plan: Generosity, Adaptability, and Transparency
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August 5, 2025

Lessons from Warren Buffett’s Estate Plan: Generosity, Adaptability, and Transparency

Warren Buffett, known as the Oracle of Omaha, is one of the most successful investors of all time. His disciplined approach to investing, combined wit...

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Kids Going Away to College? Why You Should Include Estate Planning in the Preparation
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July 29, 2025

Kids Going Away to College? Why You Should Include Estate Planning in the Preparation

You have likely been preparing for weeks to get your new college student off to school. It is exhilarating, and your heart may be bursting at the seam...

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