Estate Planning Blog

Tips on How to Protect What Matters Most

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New Baby, New Priorities: How Having a Child Changes Your Estate Plan

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Transitions and Tributes

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“It Looked So Real!” – How to Protect Yourself and Loved Ones from the Most Common Scams Targeting Seniors

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Yesterday’s Vibe is Today’s Mindset

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Ways to Keep a Loved One’s Memory Alive After They Pass

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What to Expect During Probate—and How We Can Help

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Can an Irrevocable Trust Be Changed? Here’s What You Need to Know

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Unlocking the Power of the Heggstad Petition: A Lifesaver in Trust Administration

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The Heart of the Home

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Planning Is an Act of Protection — Not Prediction: What You Can Do Now, Even If Life Feels Uncertain

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a grandmother and a mother baking with a little boy. they are all close together and smiling and mixing a bowl of ingredients.

Mom’s Legacy Is More Than a Recipe Book: Honoring Her Through Planning

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Your Estate Plan Is Done — Now What?

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Your Grown-Up Checklist: 5 Legal Documents Every Family Needs Before Summer Starts

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Channeling Your Inner Papa Bear (or Mama Bear)

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What Am I Still Holding Onto?

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a young adult at their graduation with their parents. the graduate is in the middle, and then mom and dad are hugging and smiling with their daughter.

Don’t Wait for a Crisis: What a Young Adult Emergency Plan Can Do for Your Family

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a senior couple walking through the park. the man is on the left smiling while the woman is on the right smiling and embracing him.

Senior Season of Life: 5 Planning Priorities for Aging with Dignity

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an older mother with her daughter. the mother is in a wheel chair while her daughter is behind hugging her shoulders. they are smiling

Mom’s Legacy: 3 Estate Planning Conversations to Honor Her This Mother’s Day

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Dado Diaries: Embracing the Seasons of Life

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a lawyer talking with his clients about their estate and some tips

New Conversations for a New Season: 3 Under-the-Radar Estate Topics to Raise with Clients

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Helping Clients Leave a Values-Based Legacy: From Philanthropy to Environmental Stewardship

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a stack of 100 dollar bills next to a stack of coins and a mini wood house. there are estate planning documents right next to the wood house.

Estate Planning Isn’t Just for the Wealthy—It’s for the Wise

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Planning for a Greener Goodbye: How to Add Eco-Friendly Wishes to Your Estate Plan

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Your Life, In a Letter: How to Write a Legacy Letter for the People You Love

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Is It Time for an Annual Planning Retreat?

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a mother and a father holding their two younger kids. the dad is holding the younger daughter and he is looking at here smiling and then the brother is hugging the mother who is smiling at him

Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan

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kevin when he was younger with his two siblings standing to the left of him. him and his brother are next to each other dressed up as mario and luigi and his sister is dresses up as little bo peep.

What My Younger Self Would Think of Me Today

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April Showers Bring May Flowers: Planning for Life’s Unexpected Storms

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Take the Shot

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an older couple hugging in their kitchen. it is a photo of the elderly couple from behind and they are looking out their window.

The Link Between Estate Planning and Elder Care Planning – How Aging Life Care Professionals Can Assist

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