Blog

Dec. 1, 2025

Trust funds serve as a critical part of estate planning. When someone is named as a beneficiary, they have specific responsibilities and expectations to fulfill. However, what happens if a beneficiary breaks the rules?

Dec. 1, 2025

Planning for business succession is one of the most important decisions an entrepreneur can make. It involves transferring the leadership or ownership of a company to the next generation or a new owner.

Nov. 14, 2025

Serving as an executor is both an honor and a responsibility. When a loved one passes away, the executor becomes responsible for handling their estate, which often involves legal, financial, and emotional challenges. The process of probate, the court-supervised procedure for validating a will and distributing assets, can feel overwhelming for those unfamiliar with it.

Nov. 7, 2025

Financial exploitation of older adults is one of the fastest-growing forms of abuse in the country. It can happen to anyone, regardless of income level, education, or background. Fraudsters target seniors because they often have stable savings, predictable routines, and trusting personalities.

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

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.

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.

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.