Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets

When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding

Read More

Lessons from Tony Bennett’s Estate Battle

When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family divide threatening to tarnish his legacy.

Read More

Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning

As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, stuffing, and pumpkin pie are important (and delicious)

Read More

The Hidden Truth About Settling a Loved One’s Estate

When someone names you as their personal representative, it might feel like an honor – a sign that they trust you to handle their final affairs. However, what

Read More

Veterans: Your Legacy is Worth Protecting

As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound

Read More

Shelley Duvall and What We Can All Learn From Her Death

Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans,

Read More

Common Estate Planning Myths Debunked

October 21-27 is National Estate Planning Awareness Week, which means it’s time to shed light on this often misunderstood and frequently avoided topic. You might think estate planning

Read More

A Comprehensive Guide to Disaster Preparedness

In today’s world, where natural disasters and unforeseen events can disrupt our lives at a moment’s notice, preparedness is no longer a luxury; it’s a necessity. So to

Read More

Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience

In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when you do, you’ll realize the journey

Read More

A Power of Attorney May Not Be What You Think

If you’ve ever considered planning for your future or helped someone plan for theirs, you’ve probably heard the term “power of attorney.” But do you really know what

Read More