The holidays bring families together, creating the perfect opportunity to talk about what truly matters—your wishes, your values, and how you want your loved ones cared for when you’re no longer here. In this article, I share how to have meaningful, compassionate conversations about death, money, and estate planning, and how to turn those talks into a clear, legally effective Life & Legacy Plan that gives your family lasting peace of mind. READ MORE
Monthly Archives:: November 2025
Your Rights as the Parent of a Young Adult – What You Need to Know When a Medical Crisis Hits
When your child turns 18, the law suddenly treats them as an adult – even if they’re still living at home, still in school, and still relying on you. This shift can create unexpected challenges during a medical emergency, where your ability to help becomes limited without the proper legal tools in place. This article explains what parents need to know, why access is restricted, and how to ensure you can step in when it matters most. READ MORE
What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
When you’re ready to create an estate plan but your spouse isn’t, it can feel frustrating and discouraging. The good news is that hesitation is common—and there are compassionate ways to move forward, protect your family, and often bring your spouse along. In this article, I explain why one spouse often resists, how to have a productive conversation, and what steps you can take even if they’re not ready. READ MORE
Understanding Trustee Compensation: How to Fairly Pay Those Who Manage Your Estate
Serving as a trustee or executor is a meaningful but demanding responsibility. Understanding how trustee compensation works helps ensure your loved ones are treated fairly and that your estate plan runs smoothly. Learn how “reasonable compensation” is determined and what factors courts and families consider when paying a fiduciary. READ MORE
Honoring Your Sacrifice: Estate Planning Essentials for Military Families
This Veterans Day, take time not only to honor your service but to protect your family’s future. Military families face unique estate planning challenges — from managing benefits like SGLI and SBP to preparing for deployments and relocations. Learn how the right plan ensures your loved ones are supported through every stage of service, retirement, and beyond. READ MORE
How to Ensure Your Pets Are Protected and Well-Cared-For if You Become Incapacitated or Die
If you have pets, you want to make sure they’re cared for if you become incapacitated or pass away. A pet trust allows you to legally set aside funds and instructions for your pet’s care—ensuring they’re protected, loved, and never left without a home. Learn how a properly designed pet trust can give you peace of mind and security for your furry family members. READ MORE