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

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the...
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Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

If you are going to take investment and estate planning advice from anyone, Warren Buffett...
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Why “Just a Will” Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes...
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Create a Stronger Blended Family Through Estate Planning

Blended families were once considered “non-traditional†families, but today, blended families are becoming just as...
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4 Ways to Use AI to Make Life Easier for You and Your Family

Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear...
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Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead

If you’re a pet owner, you know the special bond that exists between you and...
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Stephen “tWitch” Boss Dies Without a Will

Stephen Laurel Boss, also known as “tWitch,†was an American DJ, hip-hop dancer, choreographer, television...
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3 Simple Mistakes That Can Derail Your Estate Plan

If you’re tempted to use a DIY estate planning service or have already created a...
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Top 5 Questions to Consider Before Hiring a Lawyer For Your Estate Planning Needs

I know discussing topics like death, incapacity, and other potentially frightening life events, with someone...
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Estate Planning Before You Travel: Why It’s Critically Important

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy...