Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and...

The desire to make a difference doesn't end when we die. For many people, incorporating charitable giving into their estate plans allows the

With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rat

When the iconic Tony Bennett passed away in July 2023 at 96, the world lost a beloved crooner whose music touched generations.

The holiday season is the perfect time to create a lasting family legacy by capturing the values, stories, and wisdom

While passing down family recipes and gathering around the holiday table are cherished traditions, these moments

Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches

Your military service demonstrated a profound commitment to protecting America's future. Now, it's time to protect your family's future thro

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 con

It's time to shed light on estate planning as it is an often misunderstood and frequently avoided topic.

Natural disasters and unforeseen events—like hurricanes, wildfires, power outages, or personal emergencies—can strike without warning.

In an aging society, you might face difficult end-of-life decisions for your loved ones sooner than expected. And when you do, you’ll realiz

If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney."...

The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal belongings

When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of

Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after...

The allure of Do-It-Yourself estate planning through AI is substantial, especially when you think your situation is simple. But here’s the t

This fall, we invite you to take a meaningful pause and reflect on the legacy you’re building through your life’s work. Your hard work deser

As a professional in the field, I've seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on

Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” money that