Aug 19, 2026
Many put off planning for children with disabilities or addictive behaviors, yet it's crucial to discuss.
Aug 5, 2026
Long-term care is expensive, but putting off planning for it can cost a person their whole net worth.
Jul 29, 2026
What is life insurance anyway?
Jul 22, 2026
Beneficiary designations quietly override carefully drafted documents more often than clients realize.
Jul 8, 2026
Parents often know exactly which child worries them the most yet rarely know how to plan around it.
Jul 1, 2026
When you have minor children, it's not only about guardianship, but also about management of assets.
Jun 24, 2026
There's a lot of planning gaps we're seeing over and over again.
Jun 17, 2026
How to treat a very wealthy child in an estate plan can pull at the emotional strings more than one might think.
Jun 10, 2026
When a long-lost child appears decades later, estate plans (and family expectations) can diverge in ways most clients never anticipate.
Jun 3, 2026
Planning for long-time partners who never got married creates a web of confusion and risk.