Posts Categorized: Estate Planning

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

The story of Hulk Hogan’s $25 million estate shows that even wealth and fame can’t prevent family conflict without the right kind of planning. Discover how Life & Legacy Planning can protect not just your assets, but also the relationships that matter most. READ MORE

Family disputes after a death or incapacity often stem from one major cause – choosing the wrong person to manage your affairs. Even the most carefully written estate plan can fail if your fiduciary mishandles their responsibilities or if your family disagrees with their decisions. By selecting honest, trustworthy individuals and providing clear instructions in your plan, you can greatly reduce the risk of conflict and ensure your wishes are carried out smoothly. READ MORE

Most people believe that once they sign their estate planning documents, their family is protected. Unfortunately, traditional estate plans often fail when they’re needed most – leaving loved ones with court delays, family disputes, and financial loss. This blog reveals real-life examples of why documents alone aren’t enough, and how my Life & Legacy Planning process ensures your assets are protected, your wishes are honored, and your loved ones have guidance and support when they need it most. READ MORE

Protecting your family’s assets isn’t just for the wealthy – every family, no matter their income level, deserves peace of mind. In this blog, I break down four smart and effective ways to keep what you’ve worked hard for safe: insurance, legal exemptions, business entity planning, and estate planning. As a life and legacy planning attorney, I’ll show you how a Life & Legacy Plan goes beyond documents to create a real safety net for your family – today and for generations to come. READ MORE

When Anna Harp lost her father, she didn’t get to say goodbye – but she found a final note that changed everything. “It has been such a good life,” he had written. Discover what your loved ones truly need after you’re gone – and how to give it to them now. READ MORE

If you and your spouse have “yours, mine, and ours” property, a pour-over trust might be the estate planning solution you’ve been looking for. This blog explores how a joint pour-over trust works, why it’s especially helpful in blended families, and how it helps you stay organized while avoiding probate. READ MORE

Inheriting a home isn’t just about making a decision to sell or keep—it’s about facing a long list of unexpected responsibilities. From securing the property to dealing with insurance gaps and ongoing maintenance, many families are caught off guard. Learn how Life & Legacy Planning can help you prepare your family now, so they’re not overwhelmed later. READ MORE

If you and your spouse have separate trusts, your child may not have to manage both after your passing. Thanks to modern trust laws, many separate trusts can be combined into one – making administration easier, more efficient, and less costly for your loved ones. READ MORE

What happens when one man has over 100 biological heirs and $17 billion to distribute? Tech billionaire Pavel Durov’s unusual estate plan offers a powerful reminder: no matter your wealth or family dynamics, a clear and intentional plan is essential. Here’s what every family can learn. READ MORE

The sweeping tax and benefit changes in the “One Big Beautiful Bill” (OBBB) affect nearly every American family – from expanded child tax credits and temporary deductions to healthcare requirements and estate tax reform. While some provisions offer short-term relief, their temporary nature makes long-term planning more important than ever. Learn how Life & Legacy Planning ensures your loved ones are protected, no matter how the laws or economy change. READ MORE

What happens if you can’t speak for yourself in a medical emergency? A recent investigation into organ donation errors shows why clear planning is essential. This blog explains how to protect your voice – and your loved ones – through legal documents, meaningful conversations, and compassionate support. READ MORE