Personal Note

Did Matthew Perry get his estate planning right? The answer might surprise you.

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a chalkboard with a drawing of a football play out, mapping out their next play

Game Plan for the Big Day: Why Estate Planning Is the Super Bowl of Financial Security

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a picture of mt. rushmore showing all three presidents mentioned in the article that left their legacy behind for the rest of America.

Presidents’ Day & Legacy Lessons

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a picture of a couple in love, looking at each other. the man is hugging the wife and the wife is looking at him with love. they have created an estate plan so their future is secure.

Estate Planning as an Act of Love: A Thoughtful Valentine’s Day Gift

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a guy paying off his debts filling out paperwork blurred in the background and there are a stack of coins focused in the image in front of him

Handling a Loved One’s Debts After They Die

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a picture of an estate and underneath it there is a tax form

Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?

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a picture of two wedding rings- one golden band and one diamond band and there is a couple in the background with divorce paperwork.

Estate Planning During Life Transitions: Marriage, Divorce, and Parenthood

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in the middle there are the letters AI and then surrounding it there are different things that use AI now such as images, our brain, websites, computers, etc.

Beyond Algorithms: The Irreplaceable Value of Human Touch in Estate Planning

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a house with transparent money signs surrounding it showing the digital assets within the house/trust

The Importance of Digital Assets in Modern Estate Planning

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a picture of coins in the background and then there is a picture of digital stocks and digital assets transparently over the coins

Protecting Your Digital Assets: Estate Planning and Avoiding Holiday Scams

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an image of documents in a file being sorted by year.

Is it Time to Let Go of Those Old Documents? 

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Add An Estate Plan to Your Christmas List 

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a little girl with special needs, down syndrome with her hands painted different colors, showing them to the camera while she smiles.

Who Needs a Special Needs Trust?

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the caregiver and the patient are on the couch laughing with one another and sitting right next to each other. the caregiver is taking very good care of her patient.

Recognizing and Supporting Family Caregivers in Estate Planning

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a set of parents with their young child who is sitting on the dads back in their living room. thinking about their estate plan for their daughter

Year-End Estate Planning: Key Steps to Protect Your Family and Assets

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C.C. DeVille

What I Learned from My Rock N’ Roll Neighbor

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older couple with their lawyer at the kitchen table planning their estate

How to Tackle the Busiest Season of the Year

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person filling out and writing information on official documents

The Corporate Transparency Act: What It Means for Terminated Businesses

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two parents hugging their child

Should Your Child’s Guardian and Trustee Be the Same Person?

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parents with their kids on the beach

Should You Share Your Estate Planning Details With Loved Ones?

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