The One Bill Every Family Needs to Understand Right Now
The massive, so-called "One Big Beautiful Bill" (“OBBB”), which became law on July 4th, brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family.
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Estate Planning
The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone
Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes.
Distributing Personal Property in Your Estate Plan
When crafting an estate plan, it's easy to focus on significant assets like homes and investments. Still, personal property—everything from jewelry to furniture—can be just as important, often carrying significant emotional value. Properly planning the distribution of these items can prevent family disputes and ensure that your wishes are respected.
Why You Need to Add a ‘When I Die’ File to Your Estate Plan
Don’t leave your loved ones scrambling in a crisis—learn why a “When I Die” file is a must-have for your estate plan. Discover what to include, how to organize it, and how this simple step can save your family time, money, and heartache after your death or incapacity.
The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Tony Hsieh's cautionary tale shows why proper estate planning with regular reviews is critical, regardless of your wealth or age.
Why A Will Is Not A Suitable Option For Protecting Your Pet
Most pet parents consider their furry companions family—but legally, your pet is treated as property. That means you can’t leave money directly to your pet in a will, and the person you do name has no legal duty to use it for your pet’s care.
Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
An easy or cheap estate plan can leave your business vulnerable when you're a business owner. Learn why your business documents and estate plan must work together, and what can happen if they don’t.
A Legacy of Honor: Estate Planning as a Lasting Tribute on Memorial Day
This Memorial Day, consider a gift that truly lasts forever. Estate planning isn't just about legal documents—it's one of the most profound expressions of love, allowing you to extend your care, wisdom, and protection long after you're gone.
The Death Tax May Die—Now What?
The Death Tax Repeal Act of 2025 could significantly alter how wealth is transferred between generations, potentially eliminating the estate tax entirely. Learn what this proposed legislation might mean for you.