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Latest Articles

There is no shortage of advice flying around about estate planning, much of it from people who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts like cryptocurrency can affect your plan.

Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones

October 20–26, 2025, is Estate Planning Awareness Week - a national observance created to encourage Ameri...

The Hidden Risks of Growing Older Without a Life & Legacy Plan

If you are like most people, you probably assume that when the time comes, someone—your spouse, your chil...

The $1.5 Million Estate Planning Mistake You Can't Afford to Make

Picture this: You and your spouse spend decades building a successful business, accumulating assets, and ...

The Cost of a Cheap Plan: Why “Bargain” Estate Planning Often Costs the Most

I had an interesting conversation with a potential client last week. After explaining our Life & Lega...

IEP and 504 Plans Aren’t Enough: Why Your Child with Special Needs Deserves a Life & Legacy Plan

If your child has an IEP or 504 Plan, you've already taken an important step to support their education. ...

How to Cope with Stigma and Judgment as a Parent of a Child With Special Needs

You're at the grocery store when it happens. Your child has a meltdown in the cereal aisle. You see the s...

Supporting the Whole Family: How to Balance the Needs of Siblings of a Child With Special Needs

Parenting a child with special needs is an extraordinary journey. It brings moments of joy, pride, and de...

When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever

Labor Day has always been about honoring the American worker—the people who build our communities, power ...

Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead

Losing someone you love reshapes your world in ways you may never expect. Some changes are obvious—you no...

The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way

My colleague told me a story recently. Her son moved into his first apartment at college and had to go gr...

Why It Matters to Your Loved Ones That You Work With the Right Lawyer

When someone you love dies, grief hits hard enough. But imagine adding legal chaos, confusing paperwork, ...

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