Posts Categorized: Trusts

Independence didn’t happen by accident – it was planned. This July 4th, discover how Life & Legacy Planning empowers you to protect your loved ones from court, confusion, and conflict. It’s your turn to create a lasting legacy of freedom. READ MORE

This Juneteenth, we reflect not just on history—but on how to create a better future. For Black families, the fight to build and protect generational wealth has always come with unique challenges. Life & Legacy Planning offers a powerful way to break the cycle of loss by creating clear, customized plans that protect what you’ve built, preserve your values, and pass them on with intention. This isn’t just estate planning—it’s securing your family’s legacy, now and for generations to come. READ MORE

This Father’s Day, go beyond the usual gifts and give your loved ones the peace of mind that comes with proper planning. As a father, your greatest responsibility is to protect and provide for your family—not just today, but for the future. In this blog, I explain how traditional estate planning often falls short and why creating a comprehensive Life & Legacy Plan is the most meaningful way to safeguard your family’s well-being. With thoughtful planning, you can ensure your loved ones are supported, your wishes are honored, and your legacy continues for generations to come. READ MORE

As Congress considers sweeping new tax legislation, it’s a good time to start preparing for potential changes that could benefit both individuals and business owners. From restoring 100% bonus depreciation for business asset purchases to increasing the child tax credit and lifting the SALT deduction cap, this proposed bill could reshape your financial landscape. Now is the time to understand what these changes might mean for you—and how to use strategic planning to take advantage of them before they potentially expire in 2028. READ MORE

Pride Month is a time to celebrate love, identity, and family in all forms – but it’s also a powerful reminder that legal protections for LGBTQIA+ individuals and families aren’t always guaranteed. In this blog, I share why thoughtful planning – beyond just a basic will – is essential to safeguard your rights, ensure your wishes are honored, and protect the people you love most, no matter what the law or future may hold. READ MORE

Your estate plan isn’t a one-and-done task – it needs to be reviewed regularly, especially after big life changes. Whether you’re getting married, going through a divorce, welcoming a child, facing illness, or acquiring new assets, these events can impact how your plan works when your loved ones need it most. In this blog, I walk through the seven key moments when it’s essential to update your estate plan to avoid confusion, court, or conflict in the future. READ MORE

Tony Hsieh’s unexpected death left his $500 million estate in turmoil for years—until a mysterious will surfaced five years later. This real-life story reveals how even the wealthy can fall into estate planning pitfalls and how a Life & Legacy Plan could have prevented the conflict, confusion, and court costs his family endured. READ MORE

Taking care of your kids doesn’t mean sacrificing your well-being. In fact, research shows that when parents are stressed, anxious, or burned out, it can negatively impact their children. This blog explores why self-care—like mindfulness meditation—isn’t just good for you, but also essential for being the calm, present parent your kids need. Plus, we share how creating a Life and Legacy Plan can give you peace of mind knowing your children are protected, no matter what happens. READ MORE

Memorial Day is a time to remember and honor those who gave their lives in service to our country—but it can also serve as a reminder for each of us to reflect on the legacy we’ll leave behind. As a life and legacy planning attorney, I often see how meaningful it is for families when their loved ones take the time to plan ahead. This blog explores how Memorial Day can inspire you to think beyond remembrance and take practical steps to ensure your values, stories, and assets are preserved for the next generation. READ MORE

Before you agree to serve as trustee for a loved one’s trust, it’s essential to understand what the role actually involves. Being a trustee means taking on serious legal and financial responsibilities – and if handled improperly, it can lead to personal liability. In this blog, we walk you through what trustees do, when it might be best to say no, and how you can get the guidance you need to fulfill the role successfully. READ MORE

This Mother’s Day, consider a gift that lasts forever. Estate planning isn’t just about assets – it’s a powerful way to continue protecting, nurturing, and guiding your loved ones long after you’re gone. Discover how to turn your love into a lasting legacy. READ MORE

Caring for aging parents and loved ones is one of the greatest challenges many families face today. Without a plan, the financial, emotional, and logistical strain can take a heavy toll. In this article, we explore how proactive estate planning in 2025 can help you protect your loved ones, reduce stress, and create a clear path forward — with dignity, compassion, and security. READ MORE