Latest Posts
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Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You…
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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2
Last week we started the discussion of why it’s so important for LGBTQ+ families to…
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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1
June is a time of celebration and reflection for the LGBTQ+ community as Pride Month…
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Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview
May is Senior Citizen’s Month, a time to reflect and appreciate all the things the…
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Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
If you are going to take investment and estate planning advice from anyone, Warren Buffett…
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Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes…
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Create a Stronger Blended Family Through Estate Planning
Blended families were once considered “non-traditional” families, but today, blended families are becoming just as…
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4 Ways to Use AI to Make Life Easier for You and Your Family
Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear…
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Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead
If you’re a pet owner, you know the special bond that exists between you and…
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Stephen “tWitch” Boss Dies Without a Will
Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television…
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3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a…
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Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs
I know discussing topics like death, incapacity, and other potentially frightening life events, with someone…
