November 2, 2025
A man holds a boy's hand at the beach.

How to Keep Wealth in Your Family for Generations

Building generational wealth isn't just about smart investments. It requires a fundamental shift in how you think about inheritance, educate your children about money, and plan for the long term...
October 27, 2025
A couple looks into the water over a railing.

Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together

Unmarried couples face unique risks when it comes to estate planning. Having the right estate plan can ensure your partner is cared for, no matter what...
October 19, 2025
A family holds hands on the beach and looks out at the water.

Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones

Estate Planning Awareness Week is here. Learn why thoughtful, well-designed estate planning is the greatest gift you can give your loved ones…
October 13, 2025
People standing on a beach at sunset.

Why It Matters to Your Loved Ones That You Work With the Right Lawyer

If you don’t work with the right lawyer, your loved ones could face years of stress, conflict, and unnecessary expense. But you can avoid putting them through this. Here’s how to find the right legal support…
October 6, 2025
A family holds hands on the beach at sunset.

Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning Session Instead

One reason estate plans fail is because they start with a transactional initial consultation. A Life & Legacy Planning Session transforms the process of estate planning into meaning and value for you and all the people you love...
September 22, 2025
A headstone that says in loving memory with flowers.

Living with Loss: The Daily Impact of Grief and the Gift of Planning Ahead

Losing someone you love reshapes your world in ways you may never expect. But you can make it easier on the people you love most…