Ever wonder why the rich keep getting richer while so many families struggle to get ahead? It’s not just about having more money—it’s about how they manage it. Wealthy families use a secret weapon: estate planning. This powerful tool ensures their children use their inheritance to build wealth, not squander it. 

We talk a lot about “estate planning,” but what does it really mean? What documents are we talking about, and what do they do, exactly? Let’s break it down. 

As an estate planning lawyer, one of the most common things I hear is: “I have a simple situation, so I don’t need any fancy trusts or complicated planning.” But here’s the catch—most people aren’t great at accurately gauging whether their situation is truly “simple.”

As we step into 2025, it’s time to embrace resolutions that truly matter—ones that offer long-term benefits for you and your loved ones. Estate planning may feel overwhelming, but starting in the new year can be the perfect time to take charge. With the fresh start January offers, you can set the tone for a year of proactive decision-making and organization.

Financial gifts can be a fantastic way to set up the younger generation for future success, and they might even offer you a tax benefit. These gifts may not come with shiny bows, but their long-term value is undeniable.

The holidays are a time for connection, reflection, and family traditions. They’re also a rare chance to have important conversations with loved ones about their wishes for the future. While these discussions can be uncomfortable, asking the right questions now can save your family from confusion and heartache later. Start introducing theses issues gradually when the time seems appropriate so that discussions can become more natural and cause less anxiety.

Most parents know they want their children to inherit their estate someday. What they may not know is that, without an estate plan, their kids could inherit a big lump sum on their 18th birthday! Even parents of the most responsible children may not want this. The good news is you can put legal documents in place that override this default rule.

Many hear the word trust and assume it’s something only wealthy people need. While it’s true that trusts are often used by high-net-worth individuals, families with more modest means also benefit from them. Here are seven reasons why you might want to consider a trust for your family.

The holiday season is all about togetherness, reminiscing about the past, and looking forward to the future. While it's not the cheeriest topic during festive dinners, it's worth pondering what legacy you aim to leave behind.

Today, we're putting pen to paper and exploring the art of legacy letters. What are they, you ask? Well, think of them as a heartfelt message from beyond the grave—a way to impart your wisdom, values, and life lessons to future generations.

When you hear "estate planning," you might think it’s something only for the ultra-wealthy. Surprise! Estate planning is for everyone, regardless of your bank balance. Here’s why it matters for you.

Small business owners have one more item on their compliance to-do list by the end of 2024 under the Corporate Transparency Act (CTA) - file their Beneficial Ownership Information (BOI) Reports.  Read this article to find out how to get help with your BOI Report filing.

As a law firm committed to inclusive estate planning, I understand the unique considerations that LGBTQ+ individuals and couples face when it comes to safeguarding their legacies. Our goal is to provide a tailored approach to estate planning that respects and protects the rights of all individuals.

Life insurance plays a critical role in comprehensive estate planning. Life insurance not only provides financial security for your loved ones but also offers important benefits in estate management and wealth transfer. Let’s explore why integrating life insurance into your estate plan is a smart decision.

Life is full of unexpected turns. You fall in love, get married, start a family, or unfortunately, experience loss. While these are significant milestones, they also signal a crucial time to revisit your estate plan. Let’s break it down.

As Gen Z transitions into adulthood, let's debunk the myth that estate planning is solely for retirees. Read on to explore the fundamentals of estate planning for the next generation.

It is important to be transparent and honest with family when it comes to planning your estate, if your family dynamic supports those discussions. In this article, I share tips on how to start these important conversations and make sure your family is kept in the loop.

Choosing legal guardians for your children is one of the most important decisions you’ll make. It's a big responsibility, but with careful thought, you can ensure your children are cared for as you would want.  Here are three things to consider.

Ever thought about getting a will? Then you've probably heard of trusts. They're like the dynamic duo of estate planning – Batman and Robin, if you will. But trusts are a diverse lot, and not every type ties back to a will. Some trusts even come into play while the beneficiary is still kicking. Discover the unique advantages of putting a trust in place!

Owning a home is often seen as a milestone achievement. It's a place filled with memories, security, and, often, a significant portion of one's net worth. So, when it comes to safeguarding this valuable asset for future generations, where should you turn? One excellent option is a revocable living trust. 

Hold up, Millennials! Think estate planning is just for mansions and yachts? Nope! Life throws curveballs, and even young adults need a plan. A few simple documents can help take you from panicked to prepared.

You've poured your heart and soul into building an amazing business. But what happens to your company if you aren't around anymore? What will happen to your family, who may be relying on the revenue that business provides? This is where estate planning comes into play. Here are 3 things to consider.

Adding a new addition to your family? Or maybe you know someone who is! Now is the perfect time to get your affairs in order. Here are some tips for new parents.

Blended families are beautiful blends of love, but when it comes to estate planning, things can get complicated. Here’s why having a solid estate plan is crucial for blended families.