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    Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead

    8 de octubre de 2025 · legacy,estateplanningattorney,estate planning,trust and estate,trusts
    A typical initial consultation with an estate planning lawyer may look like this: you meet, you...

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

    27 de septiembre de 2025 · trust and estate,will,estate planning,legacy,estateplanningattorney
    The Hidden Risks of Growing Older Without a Life & Legacy Plan If you are like most people, you...

    How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

    23 de octubre de 2024 · trustee,trust and estate,executor,power of attorney,probate
    How to Pick a Trustee, Executor, and Agent under a Power of Attorney While the term fiduciary...

    How to choose the Initial Trustee

    17 de octubre de 2024 · trusts,trustee,trust and estate,attorney,probateattorney
    When you establish a trust, you nominate someone to be the trustee. If you are creating a...

    Should your Child's Guardian and Trustee be the same person?

    10 de octubre de 2024 · trust and estate,guardian,will,probateattorney,estate planning
    If you have overheard any estate planning discussions, you have likely heard the words “guardian”...

    How to Choose a Conservator for Yourself

    4 de octubre de 2024 · trust and estate,probateattorney,conservator,will,estate planning
    How to Choose a Conservator for Yourself Every day we make hundreds of decisions for ourselves...

    Won’t My Spouse and Kids Inherit Everything When I Die?

    30 de septiembre de 2024 · probate,estate planning,blended family,probateattorney,trust and estate
    You may think that if you die while you are married, everything you own will automatically go to...

    The Pros and Cons of Probate

    probate,trust and estate,wills,probateattorney,estate planning
     The Pros and Cons of Probate In estate planning circles, the word “probate” often carries a...

    Why a Trust?

    9 de diciembre de 2022 · probate,trust and estate,probateattorney,wills,trusts
    Why a Trust Is the Best Option to Avoid Probate Ideally, when someone passes away, the...

    Three Reasons to avoid Probate

    2 de diciembre de 2022 · probate,trust and estate,wills,probateattorney,estate planning
    When you pass away, your family may need to sign certain documents as part of a probate process...

    Things to Consider Before Accepting Your Inheritance

    30 de septiembre de 2022 · trust and estate,inheritance,estate planning,probate,wills
    Weighing the Pros and Cons of an Inheritance Accepting an inheritance is a free and voluntary...

    Things to Consider Before Accepting Your Inheritance

    23 de septiembre de 2022 · probate,trust and estate,wills,attorney,inheritance
    The news that you will be receiving an inheritance is often bittersweet because it means that...

    LGBTQ+ Estate Planning to Protect Yourself and Your Loved Ones

    28 de junio de 2022 · trust and estate,samesexpartner,estate planning,will,prideday
    Estate planning is for everyone. Regardless of your wealth, age, marital status, gender identity,...

    Important Questions to ask when Investing in a Vacation Property.

    14 de junio de 2022 · trust and estate,trusts,vacation home,estate planning
    According to the National Association of Home Builders, in 2018 there were approximately 7.5...

    Restatements, Amendments and Codicils (Part III)

    31 de mayo de 2022 · trust and estate,estate planning,will,wills and trusts,attorney
     As we all know, life happens. There is really nothing we can do about it. However, some of the...

    Restatements, Amendments and Codicils (Part II) 

    24 de mayo de 2022 · trust and estate,wills and trusts,estate planning,attorney,will
    If your life or the law has changed since you signed your last will and testament (will) or trust...

    Restatements, Amendments and Codicils (Part I) 

    23 de mayo de 2022 · trust and estate,will,estate planning,wills and trusts,attorney
    A resume is a snapshot of your experience, skill set, and education that provides prospective...

    No Contribution Is Too Small (Part III)

    5 de mayo de 2022 · guardian,stay at home parent,trust and estate,probate,attorney
      In this Part III of No Contribution is Too Small I talk about choosing a guardian for minor...

    No Contribution Is Too Small (Part II)

    27 de abril de 2022 · trust and estate,estate planning,wills and trusts,sta,attorney
    In this Part II of No Contribution Is Too Small I discuss addtional planning considerations in...

    No Contribution Is Too Small (Part I)

    21 de abril de 2022 · estate planning,stay at home parent,finances,wills and trusts,life insurance
    Most American strive to earn a decent-sized paycheck to support themselves and their families...
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