Insights & Guidance

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

Browse by Category

Beneficiary Designations and Blended Families: Why You Need to Think Before You Sign
Uncategorized

November 11, 2024

Beneficiary Designations and Blended Families: Why You Need to Think Before You Sign

Whether you are in your first marriage or have remarried after a divorce, blended families are a common part of modern society. That being said, it is...

Read Article
Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them
Uncategorized

November 4, 2024

Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them

Estate Planning Mistakes: Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life. Unfortunate...

Read Article
Legal Considerations for Farm Owners
Uncategorized

October 28, 2024

Legal Considerations for Farm Owners

Farm owners: Farming brings to mind kinship with nature and a simpler way of life. But the farming industry is highly regulated, and navigating the ap...

Read Article
Special Estate Planning Considerations for Art and Other Collection
Uncategorized

October 21, 2024

Special Estate Planning Considerations for Art and Other Collection

Many people have collections about which they are quite passionate: The collections may be very valuable, for example, art collections, coins, stamps,...

Read Article
What Happens to Real Estate With a Mortgage When I Die?
Uncategorized

October 14, 2024

What Happens to Real Estate With a Mortgage When I Die?

Your mortgage, like the rest of your debt, does not simply disappear when you die. If you leave your home that has an outstanding loan to a beneficiar...

Read Article
You Inherited a Retirement Account: Now What?
Uncategorized

October 7, 2024

You Inherited a Retirement Account: Now What?

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accou...

Read Article
When Rock Legends Pass Away: The Possible Fates of Meat Loaf’s $40 Million Estate
Uncategorized

September 30, 2024

When Rock Legends Pass Away: The Possible Fates of Meat Loaf’s $40 Million Estate

Meat Loaf, whose real name was Michael Lee Aday, passed away earlier this year at the age of seventy-four. The singer behind 1977’s Bat Out of Hell—on...

Read Article
What Is a Residuary Clause and Why Is It Important For Your Estate Plan?
Uncategorized

September 23, 2024

What Is a Residuary Clause and Why Is It Important For Your Estate Plan?

When developing your estate plan, it is nearly impossible to address every account or property you own. There are sure to be some things you unintenti...

Read Article
Sandwich Generation: Considerations When Caring for Both Children and Parents
Uncategorized

September 16, 2024

Sandwich Generation: Considerations When Caring for Both Children and Parents

Sandwich Generation: This topic is particularly germane at present, as many parents are not only parenting their children but have also have older par...

Read Article