How can you pass down your values to future generations? Leaders like Churchill and Kennedy built legacies by telling stories that shaped identity and purpose. In estate planning, you can do the same for your family, creating a shared legacy that keeps your family’s values alive for years to come.

Hiding valuables in peanut butter jars or the backyard may seem clever, but it can create chaos for loved ones after you’re gone. A simple plan could save them a lot of trouble—and maybe even prevent a dive into the dumpster.

Wearing multiple hats in an estate plan, like being both a trustee and beneficiary, can create conflicts of interest. Careful drafting can help manage these delicate situations.

What we give up when we seek transactions is the wisdom of the seasoned professional who can guide you to create legal, tax, and financial strategies that endure through tough times. A document alone can’t foresee challenges or adapt to changing circumstances, but a trusted advisor can.

A client’s adult daughter recently reached out after her mother’s passing, completely unaware of her role in the estate. To her surprise, she discovered she was not only a beneficiary but also named as the successor trustee—a position carrying significant responsibilities. Discover why it’s crucial to have open discussions with your adult children about their roles in your estate plan.

Retiree parents often face a tough choice: Should you bail out your adult child in financial distress? Balancing their immediate needs with your long-term financial security is key. How do you decide?

There’s an old Yiddish phrase, ‘un kinder aus yachsen mit bupkes ist immer bupkis!’—a child from a distinguished heritage with nothing is still nothing.
This raises important considerations in estate planning: How do we ensure that an inheritance doesn’t take away a child’s drive and ambition?

Physicians and lawyers often face frustration when patients or clients rely on misleading TV ads or Internet research. Such information lacks context and can be dangerous. Trust experienced, board-certified professionals for tailored advice.

Dealing with family dynamics in estate planning can be challenging. When siblings don’t get along, critical decisions about the estate can lead to disputes. Learn how to handle this and other common issues in estate planning, and why sometimes a corporate trustee might be the best solution.