You’ve probably heard the stories: family feuds over Grandma’s jewelry, endless legal battles over an inheritance, or a home that sits unsold for years because it’s tied up in court. Sadly, these situations happen all the time, even to high-profile families. The good news? With the right plan, a lot of this heartache is preventable.Read more
Spoiler Alert: If you haven’t watched the first season of House of the Dragon, proceed with caution—spoilers ahead! If there’s one thing that House of the Dragon teaches us, it’s that planning for the future is crucial. While you might not be vying for the Iron Throne, estate planning is essential for ensuring that yourRead more
Memorial Day brings an opportunity to reflect on the concepts of mortality, remembrance, and legacy. As we remember the brave men and women who lost their lives serving in the military, may this day also inspire you to think about the legacy you wish to leave behind. But, first, what is a legacy, really? “Legacy”Read more
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom, you were born because of a mom. So, as Mother’s Day approaches, let’s talk about the most meaningful gift you can give or receive onRead more
Beyond the epic space battles and intergalactic politics, the Star Wars saga offers insights into legacy planning. Let’s explore some valuable lessons from a galaxy far, far away: #1—Families Can Be Complicated: The Skywalker family reminds us of the complexities inherent in familial relationships. From the fraught bond between Anakin and Luke Skywalker to theRead more
When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?) it’s easy to start dreaming about all the ways you can use it. Financial experts may tell you that it’s a chance to pay off debts, tuck away savings for an emergency, or addRead more
If you’ve thought about estate planning, you probably associate it with preparing for death. But did you know there are critical reasons (and significant benefits) for planning while you’re still alive? That’s why I refer to my services as Life & Legacy Planning. When done right, planning for your assets and your death is somethingRead more
As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your list– a Kids Protection Plan®. Even if you have already named legal guardians for your children (or your siblings have done it for their kids,Read more
Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can improveRead more
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business or have a Trust that owns a business interest, you’ll need to comply with the Corporate Transparency Act (CTA) come January. Beginning January 1, 2024,Read more