Blog

Oct. 15, 2025

Creating a trust is often a central part of estate planning, but it’s not enough to simply draft the document. Proper trust funding is essential to make sure the trust functions as intended. However, many people may not realize that failing to fund a trust correctly can result in delays, additional costs, and even unintended consequences.

Oct. 15, 2025

Deciding whether to create a will can feel unnecessary if you don’t have children, siblings, or other close relatives. Even without heirs, planning ahead can protect your assets, your wishes, and even reduce potential stress for others after your passing. Estate planning isn’t just for those with heirs; it’s about making choices that reflect your values and giving yourself peace of mind.

Sept. 17, 2025

Whether it's a small family-owned shop or a mid-sized operation with dozens of employees, your business represents more than just income. It’s a legacy, a livelihood for your family and employees, and often a cornerstone of your identity. Yet too many business owners delay or overlook a crucial element of estate planning: business succession.

Sept. 17, 2025

Being a single parent means shouldering enormous responsibility—providing emotional support and financial stability as well as nurturing your children’s future. Yet in the midst of busy routines, planning for the unexpected may be easily postponed. An estate plan isn’t just a legal formality; it’s a roadmap for how your children will be cared for if something happens to you.

Aug. 16, 2025

Building a successful business requires a lot of time and energy. But too often, business owners delay planning for what comes next. Whether we’re stepping aside because of retirement, illness, or unforeseen circumstances, it’s essential to have a business succession plan in place.

Aug. 16, 2025

Estate planning is important for everyone, but it often requires additional consideration for non-traditional families. These families may face unique legal challenges that aren’t addressed by standard estate plans.

Aug. 7, 2025

When spouses bring children from prior marriages or relationships into a new union, clear documents prevent misunderstandings and disputes later on. Thoughtful estate planning lays out who inherits what, how assets are managed, and who cares for minors, creating peace of mind for all family members.

July 31, 2025

Charitable trusts can reduce income and estate taxes while allowing you to support causes you care about. Understanding the benefits of charitable trusts in estate planning sets the stage for a legacy that lasts.

July 3, 2025

Estate planning involves many important decisions, but one of the most vital is selecting the right person to serve as the executor of your will.

June 10, 2025

Estate planning is one of the most important steps you can take to protect your assets and make sure your loved ones are cared for after you're gone. While many people know they should have a will or a trust, far fewer take the time to put together a plan that truly reflects their wishes and safeguards their family.