July is National Family Reunion Month! If you’re getting together with family this month, it’s a perfect time to talk to your loved ones about your shared goals, family resources, and the legacy you want to leave behind for the next generation.

Have you ever considered what happens when your children turn 18, leave home, and then require emergency medical attention? Having appropriate estate planning in place for your adult children can make all the difference during a health crisis. In this article, we discuss how you can continue to safeguard your brood - even after they’ve left the nest.

If you have a trust or are curious about creating an estate plan for your family, you may be wondering how changes in the law will affect your plan in the future and how you can possibly plan for them. Read on to learn more.

Each life and legacy plan we design preserves your intangible assets, your true legacy, for your loved ones. Because you are far more valuable than your real estate, bank account, or life insurance proceeds. Values over valuables, every time.

While many of us may feel overwhelmed by the thought of estate planning or building our wealth, Buffett's advice reminds us of two key but simple steps we can take to create financial and generational wealth.

We’re part of the greatest generational wealth transfer in history. Are you ready?

You may think that after you die, everything you own will simply go to your spouse, children, or closest family members. But, it’s not that simple.

While it may seem simple enough to create a will online, in reality it’s very difficult to create an effective estate plan without the guidance of an experienced estate planning attorney. Here are three mistakes that can derail your estate plan and leave your family in the lurch.

Hiring the right attorney to help you make wise decisions for life and death can be the most empowering choice you ever make for yourself and your loved ones. Here are five questions you should ask to ensure that you select an attorney who will provide the kind of service, attention, and care that your family deserves.

As a parent ages, it can become challenging to balance respect for their autonomy with the need to protect them from the ramifications of a decline in health. A power of attorney can provide peace of mind and clarity in these times of transition.

Taking a few simple, yet critically important, steps now can save you and your family considerable headache and provide priceless peace of mind as you embark on your next adventure.

A will is a foundational part of nearly every person’s estate plan. Yet, combining a will with a living trust helps to avoid the blind spots inherent in plans that rely solely on a will. For example, if your estate plan only consists of a will, you are guaranteeing your family has to go to court if you become incapacitated or when you die.

During lean economic times, estate planning may feel like a luxury. But there are few better and more economically efficient ways to protect the assets you already have. The question isn’t whether you can afford estate planning today - it’s whether your family will be able to afford your lack of estate planning tomorrow.

Although creating a will may seem fairly simple, it’s always best to consult with an experienced estate planning attorney to ensure the document is properly created, executed, and maintained.

Although creating a will may seem fairly simple, it’s always best to consult with an experienced estate planning attorney to ensure the document is properly created, executed, and maintained.

If you are single with no children, you might think that you don’t need an estate plan. In fact, it can be even MORE important for you to have a plan in place in case of the unexpected.

Life and legacy planning for blended families is a great way to ensure you protect your loved ones and prevent unnecessary conflict.

Put your asset protection strategies in place well before something happens.

Put your asset protection strategies in place well before something happens.