How to Create an Estate Planning Playbook
July 21, 2025
Most people believe that once they’ve set up a will or living trust, their estate plan is complete. But here’s the truth: Legal documents alone don’t tell the full story.
Discussing Estate Planning in the Holiday Season
December 24, 2024
Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.
How Can a Will Be Changed?
November 18, 2024
While a codicil provides flexibility, frequent amendments can complicate estate planning and create room for misunderstandings.
Estate Planning 101: What You Need to Know
November 4, 2024
Let’s hope you have a will and have named a power of attorney for finances and health care.
What’s the Best Way to Simplify an Estate?
July 18, 2024
Have a clear road map for your estate so your heirs don’t drown in paperwork and probate after your death.
What Happens When Executors Keep Beneficiaries in the Dark?
June 14, 2024
Is it unusual that named beneficiaries would not be given copies of or, at the very least, be allowed to view the will?
How Does an Estate Plan Address Young Beneficiaries?
March 7, 2024
Minor children and young adult beneficiaries in particular need more specialized provisions to protect both the assets and the beneficiaries.
Should You Talk with Loved Ones about Your Estate Plan?
February 21, 2024
At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.
Top 5 Estate Planning Nightmares You Can Avoid with a Will
January 24, 2024
In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…
Estate Planning in Seven Steps
November 23, 2023
Estate planning is a profound journey that transcends generations, ensuring that your legacy endures with precision and care.