Family Conversations About Your Estate Plan

Big diverse family celebrating christmas, talking, eating traditional winter holiday food at festive dinner table at home party. Xmas celebration at beautiful decorated place

With holidays upon us, you’ve got a lot on your mind, right? Turkeys and ham don’t make themselves, and the longer you put off gift shopping, the more stressful that affair becomes. And then, of course, the house needs to be cleaned, family visits need to be scheduled, Christmas lights need to go up, and…

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Tough Conversations About Estate Planning Around the Holidays

In a world driven by social media, it’s easy to feel as if, despite all the insight we have into each other’s lives, our loved ones are further away than ever. And indeed, the data bears this out. A recent study shows the average modern family is spread 2,077 miles across the world and most adults have…

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If Only Anne Heche Had Drafted an Estate Plan…

Anne Heche was an Emmy award-winning actress, well-known for her roles in such blockbuster hits as Donnie Brasco and I Know What You Did Last Summer. Well, we know what Heche didn’t do last summer: draft an estate plan. The actress lost her life in a car crash in August, 2022…leaving behind two sons, a…

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Don’t DIY It: Why Online Wills and Trusts Might Not Hold Up

Person using drill to screw in wood

In recent years, it seems like DIY estate planning services are popping up everywhere. These providers allow you to prepare your Wills and Trusts online at a considerably lower cost than it would take to hire an estate planning attorney. Sounds great, right? Then, let’s consider the old adage “you get what you pay for”.…

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Remembering a Loved One: 6 Ways to Step Up Your Memorial of a Loved One

Losing a loved one is never easy. After you say your final goodbyes, the lack of their presence in your life often leaves a gaping void, a sense that you have lost something special. However, just because your loved one has passed away does not mean they will disappear from your life forever. There are…

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Congrats on Having an Estate Plan…But, Where Are You Storing It?

file cabinet draw with hanging folders

So, you’ve got an estate plan… congrats. You’re officially better prepared for the future than two-thirds of the population. According to new data, only 33% of US adults have drafted any kind of estate planning documents. This means that the other 67% are leaving the fate of their life’s work up to the impersonal dictates…

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This is So Unfair: Let’s Talk About Unequal Inheritance

animated figures holding different amounts of money bags

Fair doesn’t always mean equal. If you’re out for dinner with your kids aged two and ten, you’re not going to order them the same meal. Likewise, if you’re at a CrossFit class with a friend who’s never lifted more than your spirit, you’re not going to squat the same weight. Fairness means treating people…

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