Archive for May 2025
Your Estate Plan Is Done — Now What?
You Planned Ahead. Here’s How to Keep It Working for You. You did it — you created your estate plan. You made the big decisions, signed the documents, and took a huge step toward protecting the people and future you care about most. And now, like many of our clients, you might be wondering:“What happens…
Read MoreWhen Roles Get Real: The Gap Between Who’s Named in an Estate Plan and Who’s Actually Ready
Creating an estate plan means naming the people you trust most — the ones who will carry out your wishes, manage your affairs, and protect your legacy. But one of the most overlooked issues in estate planning isn’t the plan itself — it’s the people named in it. There’s often a quiet disconnect between who’s…
Read MoreYour Grown-Up Checklist: 5 Legal Documents Every Family Needs Before Summer Starts
As the school year winds down and summer plans start heating up, many families are thinking about vacations, graduations, and spending more time together. But here’s something that often gets overlooked: the legal “grown-up” checklist that protects your family when life throws a curveball. You don’t have to be older, wealthy, or facing a health…
Read MoreChanneling Your Inner Papa Bear (or Mama Bear)
There’s a force inside us that doesn’t show up until it has to. It’s not always loud. It doesn’t need fanfare.But when something feels off—or someone we love is threatened—it comes forward without hesitation.Some call it the “mama bear” instinct. Others call it “papa bear” energy.But no matter what name it goes by, it’s the…
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