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Check out our recent blog posts!

Right Hand, Left Hand

Confused by conflicting estate planning advice? It’s no surprise—legal, financial, tax, and even family dynamics [...]

20
Dec
The Hidden Dangers of ‘Do-It-Yourself’ Estate Planning

Do-it-yourself estate planning might seem convenient and affordable, but it comes with hidden risks that [...]

25
Nov
When to Throw it Away 

When should you toss old estate planning documents? If you’ve recently updated your will, trust, [...]

15
Nov
“I Didn’t Say You Were Beautiful.”

One misplaced word in an estate plan can change everything. In today’s blog, we look [...]

01
Nov
Finding a $10,000 Check to your Dad’s Housekeeper

When aging parents show signs of mental decline, families can face big challenges. In Don’s [...]

25
Oct
The Truth About Family Estrangement and Estate Planning: Myths You Shouldn’t Ignore

Family estrangement is never easy to talk about, but it's crucial when planning your estate. [...]

18
Oct
Your Family’s Story 

How can you pass down your values to future generations? Leaders like Churchill and Kennedy [...]

04
Oct
Rings in Peanut Butter and Other Buried Treasures 

Hiding valuables in peanut butter jars or the backyard may seem clever, but it can [...]

27
Sep
Wearing Two Hats 

Wearing multiple hats in an estate plan, like being both a trustee and beneficiary, can [...]

13
Sep