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

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

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

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

When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their...

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...

Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as...

If you’re a parent, you've always strived to provide the best for your family, ensuring their well-being and securing their future....

Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping...

Parents spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a parent, you...