Divorce Doesn’t Update Your Estate Plan—Here’s What Actually Does
Divorce doesn’t update your estate plan. Learn how to protect your assets, update beneficiaries, and name guardians for your children.
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Beneficiary Designations
Tax Season Gave You Clarity—Now Ask the One Question That Matters Most
Tax season reveals your finances. Now ask: is your estate plan current? Learn what your return exposes and how to protect your family.
Estate Planning for Unmarried Couples: Protecting Your Partner’s Future
Estate planning for unmarried couples: protect your partner’s rights, assets, and decision-making authority with a comprehensive legal plan.
How Estate Plans Can Fail Blended Families—and How to Fix Them
Blended family estate plans can unintentionally disinherit children. Learn the risks and how to protect both your spouse and your legacy.
The 10-Year Rule: What the SECURE Act Means for Your Family
What happens to your IRA or 401(k) after death? Learn SECURE Act rules, tax impacts, and how trusts protect your beneficiaries.
Why There’s No Such Thing as a Quick Estate Plan Review
A quick estate plan review doesn’t exist. Learn why trust funding, legal updates, and beneficiary conflicts require a comprehensive review.
Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy
Actress Shannen Doherty's death last year highlights how critical timing can be when it comes to estate planning during divorce. Her last-minute divorce likely saved her estate millions and prevented years of legal battles.
How Relying On Beneficiary Designations Put Your Family at Risk (And How To Fix It!)
As a professional in the field, I've seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on your accounts is sufficient, and that you don’t need an estate plan. However, they often overlook the potential risks to your family's financial future.
Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties, and you fill out a form at work naming your significant other as the beneficiary of your retirement account. Fast-forward 28 years—you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg. Sound far-fetched? It's not.