Uncategorized
January 22, 2025
How Do I Create an Estate Plan with an Only Child?
Estate Plan with an Only Child: Stereotypes surrounding “only child syndrome” have largely been debunked, as recent studies show that only children, o...
Read Article
Insights & Guidance
Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
Browse by Category
Uncategorized
January 15, 2025
Have You Checked Your Beneficiary Designations Lately?
You regularly check the balances of your retirement, bank, and investment accounts. But when was the last time you checked the beneficiary designation...
Read Article
Uncategorized
January 8, 2025
What Happens to Elvis's Legacy Now?
Elvis's Legacy: Elvis Presley, the King of Rock and Roll, died in 1977. Like most celebrities of his stature, he left behind a complicated legacy—and ...
Read Article
Uncategorized
December 30, 2024
What to Do with Grandma’s Ring: Dividing Personal Property in an Estate Plan
Dividing Personal Property in an Estate Plan If you have a beloved late grandmother, many images and memories may come to mind when you reminisce abou...
Read Article
Uncategorized
December 23, 2024
Estate Plan: Was Your Loved One a Book Lover? Think Twice Before You Throw Them Out
An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While certain bo...
Read Article
Uncategorized
December 16, 2024
Tips for Divvying Up Personal Property
Personal Property: We collect stuff throughout our lives. This “stuff” is known as our personal property. Some items are valuable, like jewelry, baseb...
Read Article
Uncategorized
December 9, 2024
The Harmonious Family that Won’t Fight? The Outcome May Surprise You
Most families are one happy family. They get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each other’s co...
Read Article
Estate Planning
November 25, 2024
Won’t My Spouse and Kids Inherit Everything When I Die?
Won’t My Spouse and Kids Inherit Everything When I Die? You may think that if you die while you are married, everything you own will automatically be ...
Read Article
Uncategorized
November 18, 2024
Financial Planning. Tax Planning. Legacy Planning. Estate Planning - How many plans do I need?!
Most folks have at least heard of estate planning. But fewer realize that a simple will is not enough to prepare for your future. In fact, a combinati...
Read Article