Insights & Guidance

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

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What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand
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July 22, 2025

What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand

When your child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf. However, when your child turns 18,...

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Goodness Gracious! What Jerry Lee Lewis's Estate Plan Could Look Like
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July 15, 2025

Goodness Gracious! What Jerry Lee Lewis's Estate Plan Could Look Like

Jerry Lee Lewis passed away in October 2022, leaving behind a long legacy, a large family, and a multimillion-dollar estate. Celebrities can give us a...

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Can Someone Else Pay for My Estate Plan?
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July 8, 2025

Can Someone Else Pay for My Estate Plan?

Estate planning is not just for the wealthy. Every adult should have an estate plan, yet surprisingly, most Americans do not. The perceived cost of cr...

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Estate Planning for Military Families
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July 4, 2025

Estate Planning for Military Families

Whatever the time of year, it is always good for members of the military and their loved ones to create or revisit their estate plan. Military familie...

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Estate Planning: Are You Ready to Move Away from Home?
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July 1, 2025

Estate Planning: Are You Ready to Move Away from Home?

Estate Planning: Are You Ready to Move Away from Home? Moving away from home is a major milestone in adulthood. For the first time, you might have to ...

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4 Tips to Avoid a Will or Trust Contest
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June 24, 2025

4 Tips to Avoid a Will or Trust Contest

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. Ho...

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Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan
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June 17, 2025

Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan

In many families, everyone gets along, happily gathering for the holidays, sharing laughs, telling stories, and enjoying each other’s company. Then, t...

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Should I Include My Unborn Child in My Estate Plan?
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June 10, 2025

Should I Include My Unborn Child in My Estate Plan?

Estate planning is an exercise in anticipating potential future events that could affect your plans for what happens if you become incapacitated (unab...

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Caution: Your Traditional Asset Protection Plan Is Set Up to Fail
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June 3, 2025

Caution: Your Traditional Asset Protection Plan Is Set Up to Fail

You may be surprised to learn that, not only has asset protection planning been around for a long time, but you likely have already engaged in it at s...

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