Posted on December 9th, 2025

Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create major hardship, …

Posted on December 1st, 2025

With the federal estate tax exemption at $5.43 million for 2015, many people think estate planning is unnecessary. But there’s one thing ALL adults over the age of 18 need to look at, regardless of estate taxes: beneficiary …

Posted on November 17th, 2025 

Estate planning sounds like something for other people: for rich folks, retirees, or anyone with a mansion and a vacation home. 

But if you’ve got a family, a home, or even a favorite coffee mug you’d want someone to have, it …

Many families focus on building wealth, but fewer think about keeping it. Research shows that a majority of wealthy families lose their wealth by the second generation, and by the third generation, the number climbs as high as 90%. That happens not because …

Posted October 22nd, 2025 

Imagine the intersection of deep family ties and the formalities of law — a moment where emotion meets legacy. Estate planning stands at that crossroads, transforming sentiment into structure and love into security. It’s one of the …

Posted October 2nd, 2025 

Life often moves in unexpected directions, and amid building our lives and caring for loved ones, planning what happens after we’re gone can be easy to postpone. Yet, preparing your legacy is not about expecting the inevitable; it’s …