- Legacy Planning, Reimagined™
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marriage
October 11, 2026
You want your spouse to be cared for and your children to receive the inheritance you intend for them, without putting the people you love on opposite sides of a financial decision. In a second marriage, “everything to my spouse, then to the kids” deserves a closer look. Here are the choices that help turn both promises into a plan…
September 21, 2026
You and your spouse built one life, one family, and often one estate plan. But if you die in the same accident or only days apart, the order of death can change who inherits, which documents control, and whether assets pass through two estates instead of one. Here is what a survivorship clause does and why your plan should answer the question before your family ever has to...
July 19, 2026
You've raised it before. Your spouse keeps saying "not now." But every week that passes without a plan is a week your family's future depends on chance instead of intention. Here's what to do when you're not on the same page, and what you can start doing today…
May 4, 2026
You fall in love later in life. You marry. You start over. Then your spouse dies suddenly. Before you have time to grieve, the family starts fighting, the locks get changed, the mail stops arriving, and the basic stability of your life begins to slip away. Without the right legal planning, that kind of loss can trigger a chain reaction that is brutally hard to stop...
November 16, 2025
It’s heartbreaking when one spouse is eager to protect the family through estate planning and the other resists. Here’s what to do when your partner isn’t on board…
March 3, 2025
The political landscape is shifting, and many same-sex couples are […]