Why “Just a Will” Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will is enough. Indeed, Wills have a reputation as the number one estate...

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain...
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Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off...
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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 may already be familiar with...
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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 invest in custom estate planning....
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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 shines a spotlight on the...
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Capturing the Stories of Aging Loved Ones: The Power of a Life & Legacy Interview

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have...
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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 is likely one you want...
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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 to mind. In fact, most...
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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 common as non-blended families. Currently,...
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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 about AI technology, so this...
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