Estate Planning · May 05, 2025

Estate planning might not be the first thing that comes to mind for Mother’s Day—but it could be the most powerful gift a mom can give. In this heartfelt blog article, discover how mothers are using wills, trusts, and legacy interviews to protect their children and pass down more than just wealth. From guardian designations to values-based planning, explore how thoughtful legal steps become a lasting act of love.

Estate Planning · April 21, 2025

Could a missing hard drive cost your loved ones millions? Just ask the man who lost access to $700 million in Bitcoin. His cautionary tale highlights a critical truth: if you don’t track your assets—including digital ones—your family may never find them. From forgotten retirement accounts to inaccessible crypto wallets, billions are lost every year due to poor asset organization. In this article, discover why an up-to-date asset inventory is one of the most powerful (and overlooked) tools in you

Estate Planning · April 14, 2025

Created a trust? That’s just the beginning. Many families discover too late that their trust no longer reflects their wishes—or worse, doesn’t work at all. Life changes, laws change, and your trust needs to keep up. In this blog article, learn how regularly reviewing your estate plan protects your loved ones, avoids probate, and ensures your legacy stays intact. Discover when to review your trust, what’s at stake, and how to make sure your plan works when it matters most.

Estate Planning · March 27, 2023

Avoid costly estate planning errors! This article explores three common mistakes that can disrupt your intended asset distribution. Learn about the importance of updating beneficiary designations, avoiding outdated documents, and conducting regular plan reviews. By sidestepping these simple missteps, you can safeguard your assets and ensure your loved ones are protected. Stay on track with your estate plan and achieve the peace of mind you deserve. Learn more...