Memorial Day isn’t just about barbecues or pool parties. It’s a day to collectively pause and honor the brave men and women who made the ultimate sacrifice for our freedom and security. As flags wave at half-staff and solemn ceremonies unfold across the country, this day of remembrance naturally guides our thoughts toward our own...Read More

Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or another catchy phrase, one fact remains clear: an enormous amount of wealth will pass from Baby Boomers to younger generations over the next few decades. Many experts believe this will be the largest intergenerational transfer of wealth in history. Because no one knows...Read More

When most people think about estate planning, they picture paperwork and what happens after someone passes away. But the truth is, the most important part of planning happens while you are living your life, raising your family, and making decisions every day. That is why we call what we do Life & Legacy Planning®. It...Read More

If you are in a blended family, you may believe the simplest estate plan is also the fairest one:“I’ll leave everything to my spouse. They’ll take care of my kids.” That approach often works in a first and only marriage. When you and your spouse share the same biological or adopted children, the surviving spouse...Read More

As Spring Break approaches and summer travel follows close behind, you are likely busy planning the perfect getaway with your children. Flights are booked, hotels reserved, and activities mapped out. But there is one important detail many parents overlook: making sure your children are cared for if something unexpected happens to you while you are...Read More

Like buying a cheap car, bargain estate planning can leave your loved ones stranded. Here is why a Life and Legacy Plan is worth the investment. I had an interesting conversation with a potential client last week. After explaining my Life & Legacy Planning® process, she said, “This all sounds great, but my friend told...Read More

As a LGBTQIA+ non-biological parent, you have seen meaningful progress in how families like yours are recognized, while also navigating the reality that full legal equality is still evolving. One area where unique challenges can remain is ensuring your parental rights are properly protected when you are not biologically related to your child. Marriage alone...Read More