Insights & Guidance

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

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Estate Planning: Ways to Keep a Loved One’s Memory Alive After They Pass
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May 27, 2025

Estate Planning: Ways to Keep a Loved One’s Memory Alive After They Pass

Estate Planning: Ways to Keep a Loved One’s Memory Alive After They Pass. When somebody close to us passes away, we are left with constant reminders o...

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How an Inheritance Can Enhance Your Loved One’s Educational Experience
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May 20, 2025

How an Inheritance Can Enhance Your Loved One’s Educational Experience

A primary goal of estate planning is to financially provide for your loved ones. One way to ensure that they are set up for lifelong success is with a...

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5 Reasons Uncle Bill May Not Make a Good Trustee
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May 13, 2025

5 Reasons Uncle Bill May Not Make a Good Trustee

If you have created a trust that you intend to last for decades, choosing the right trustee is critical to ensuring the trust’s longevity and ultimate...

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Do Not Let Your Money and Property Go to the State: Why You Need an Estate Plan
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May 6, 2025

Do Not Let Your Money and Property Go to the State: Why You Need an Estate Plan

Why You Need an Estate Plan Americans tend to bristle when any level of the government meddles in their private lives, especially with their money. Lo...

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Estate Plan: Things to Consider When a Parent Is Out of Town
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April 30, 2025

Estate Plan: Things to Consider When a Parent Is Out of Town

Your estate plan may include powers of attorney that allow a trusted person to act on your behalf and advocate for you with regard to medical and fina...

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Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust
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April 23, 2025

Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust

Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust: You have meticulously created your estate plan to ensure that it includes and...

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How Do I Create an Estate Plan with an Only Child?
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April 16, 2025

How Do I Create an Estate Plan with an Only Child?

How Do I Create an Estate Plan with an Only Child? Stereotypes surrounding “only child syndrome” have largely been debunked, as recent studies show th...

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How Are My Business Documents Relevant to My Estate Plan?
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April 9, 2025

How Are My Business Documents Relevant to My Estate Plan?

Studies consistently find that only about 25–35 percent of Americans have an estate plan, a shockingly low rate when you consider that, in the absence...

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Why Snow White’s Father Should Have Had an Estate Plan
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April 2, 2025

Why Snow White’s Father Should Have Had an Estate Plan

Snow White and Estate Plan: Many of us are familiar with the story of Snow White and the seven dwarfs. Central to the story is the relationship betwee...

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