wills and trusts

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…
September 15, 2025
Food prepped in containers.

The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way

How you approach meal planning reveals your deepest values about money and time – and surprisingly, it mirrors exactly how you should approach protecting your family's future…
September 8, 2025
A man and woman walk holding a toddler's hands.

Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late

Every day, families lose irreplaceable stories when loved ones die without recording their wisdom, traditions, and memories. Don't let your family's history disappear too...