Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

May 30, 2023

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved ones aging or seeing how you’ve aged yourself […]

Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

May 23, 2023

ESTATE PLANNING,

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and making money. At this year’s Berkshire Hathaway annual shareholder meeting, […]

Why “Just a Will” Is Never Enough

May 18, 2023

ESTATE PLANNING,

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. Indeed, Wills have a reputation as the number one estate planning tool and can be seen all over […]

4 Ways to Use AI to Make Life Easier for You and Your Family

May 1, 2023

ESTATE PLANNING,

Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to take some time to cover what the buzz is about and how you can use this technology to make your own life easier. AI (artificial intelligence) language models like ChatGPT and […]

4 Ways to Use AI to Make Life Easier for You and Your Family

Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead

April 24, 2023

ESTATE PLANNING,

If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t just a pet – they’re a loved and important part of our families. So if you’re thinking about how best to provide for your family after you die or […]

Stephen “tWitch” Boss Dies Without a Will

April 17, 2023

ESTATE PLANNING,

Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose personality lit up the stage on So You Think You Can Dance and as a producer and frequent guest host on The Ellen Degeneres Show. Boss also co-hosted the TV show Disney’s Fairy Tale Weddings alongside […]

Stephen “tWitch” Boss Dies Without a Will

3 Simple Mistakes That Can Derail Your Estate Plan

April 10, 2023

ESTATE PLANNING,

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess. We regularly meet with clients who ask us to review an estate […]

Create a Stronger Blended Family Through Estate Planning

April 8, 2023

ESTATE PLANNING,

Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and 4 in 10 new marriages involve remarriage. If you’re part of a blended family, you’ve probably recognized […]

Top 5 Questions To Consider Before Hiring A Lawyer For Your Planning Needs

Estate Planning Before You Travel: Why It’s Critically Important

March 27, 2023

ESTATE PLANNING,

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan. While it may not sound like the […]