Posts Categorized: Estate Planning

Many people believe estate planning starts with a quick consultation and ends with a stack of documents – but that approach often leaves families unprotected. A Life & Legacy Planning® Session is different. It’s an in-depth, working meeting where we uncover what truly matters to you, explain how the law applies to your unique situation, and guide you to make informed decisions that protect your loved ones now and in the future. READ MORE

Growing older without a clear plan can leave you vulnerable and put unnecessary stress on your loved ones. More people than ever are aging alone, and even when family is nearby, the realities of care can create conflict and confusion. A Life & Legacy Plan ensures your wishes are honored, your assets are protected, and your family is spared from making painful decisions in a crisis. READ MORE

October is LGBTQIA+ History Month—a time to honor the struggles and victories of the past while taking steps to protect the future. For LGBTQIA+ individuals and families, legal planning is essential to ensure that your chosen family is protected, your wishes are honored, and your legacy is secure. A Life & Legacy Plan® offers peace of mind by going beyond documents to provide real protection, advocacy, and care. READ MORE

Grief changes everything – your routines, your relationships, even how your body feels. But while you can’t stop your loved ones from experiencing loss, you can make choices today that ease their burden later. Learn how Life & Legacy Planning® helps protect your family from added stress, conflict, and confusion when they need peace most. READ MORE

Your child’s inheritance can vanish faster than you think – whether from divorce, lawsuits, or even one costly mistake. A Lifetime Asset Protection Trust (LAPT) safeguards their future by keeping assets protected for life, while also teaching financial responsibility. READ MORE

Meal planning isn’t just about what’s for dinner – it’s about how you use your time, money, and energy. The same is true for estate planning. Discover how the simple act of planning ahead – whether in the kitchen or with your life and legacy – can protect your family’s future and give them lasting peace of mind. READ MORE

Money can be a blessing – or a burden – when passed to the next generation. Without protection, inheritances are at risk of being lost to divorce, lawsuits, poor spending, or even dangerous influences. Learn how a Lifetime Asset Protection Trust can safeguard your family’s wealth and ensure it truly benefits your loved ones for life. READ MORE

Too often, family stories disappear when loved ones pass away. These memories – of courage, love, and resilience – are just as important as money or property in creating a legacy that lasts. In this article, I’ll share why preserving your family’s stories is essential, how to start capturing them, and how my Life & Legacy Planning® process ensures they’re never lost. READ MORE

Divorce can significantly affect your trust and estate plan, often in ways you don’t expect. Whether your trust is revocable or irrevocable, or your state follows community property laws, failing to update your plan could leave your assets vulnerable or distributed in unintended ways. Reviewing your trust during divorce is essential to protect your wishes and secure your family’s future. READ MORE

When it comes to estate planning, even a small mistake can cost your family millions. The Rowland family in Ohio learned this the hard way when a missing detail on an estate tax return resulted in a $1.5 million tax bill. Their story is a powerful reminder that “good enough” planning isn’t enough. As an estate planning attorney, I know the key to protecting your family’s future isn’t just having documents – it’s having a plan that actually works when it’s needed most. READ MORE

This Labor Day reminds us that while we honor the American worker, rising costs make every dollar more important than ever. For families already feeling the financial squeeze, estate planning isn’t a luxury – it’s essential. Without a plan, your loved ones risk losing time, money, and stability in probate court. With Life & Legacy Planning, you can make sure your hard-earned assets are protected and your family receives not just your wealth, but your love and care. READ MORE

When it comes to estate planning, going with the cheapest option can actually cost your family the most. A “bargain” plan may give you a stack of documents, but it often fails when your loved ones need it most—leaving them with court battles, stress, and financial loss. With my Life & Legacy Planning process, you get more than papers – you get a plan that protects your family, aligns with your assets, and evolves with your life. READ MORE

Naming beneficiaries might seem straightforward, but small mistakes can cause big problems for your loved ones. From delays in probate to unnecessary taxes or even the loss of government benefits, the way you list your beneficiaries has lasting consequences. With the right planning, you can ensure your assets go to the right people in the right way – quickly, smoothly, and without added stress. READ MORE