“On A Personal Note…”
Notes of Inspiration and Reflections on Life
- What Am I Still Holding Onto?
- Your Life, In a Letter: How to Write a Legacy Letter for the People You Love
- Spring Cleaning of Your Mind
- What My Younger Self Would Think of Me Today
- The Key to Having Better Birthdays
- You Get to Do This Life
- The Joy in the Little Things (Like a Coffee Mug and a Thoughtful Friend)
- Turns Out, Luck Isn’t What I Thought It Was
- Dado Diaries: Striving to Be More Like My Kids
- Your Estate Plan, Your Story: What Will Yours Say?
- Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your Family
- Important Legacy Questions You Should Answer in Your Estate Plan
- Did Matthew Perry get his estate planning right? The answer might surprise you.
- Game Plan for the Big Day: Why Estate Planning Is the Super Bowl of Financial Security
- Presidents’ Day & Legacy Lessons
- Estate Planning as an Act of Love: A Thoughtful Valentine’s Day Gift
- Handling a Loved One’s Debts After They Die
- Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?
- Estate Planning During Life Transitions: Marriage, Divorce, and Parenthood
- Beyond Algorithms: The Irreplaceable Value of Human Touch in Estate Planning
- The Importance of Digital Assets in Modern Estate Planning
- Protecting Your Digital Assets: Estate Planning and Avoiding Holiday Scams
- Is it Time to Let Go of Those Old Documents?
- Add An Estate Plan to Your Christmas List
- Who Needs a Special Needs Trust?
- Recognizing and Supporting Family Caregivers in Estate Planning
- Year-End Estate Planning: Key Steps to Protect Your Family and Assets
- What I Learned from My Rock N’ Roll Neighbor
- How to Tackle the Busiest Season of the Year
- The Corporate Transparency Act: What It Means for Terminated Businesses
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Recent Posts
- Steps to Protect Against the Financial Abuse of Senior Adults
- Understanding Public Benefits & Planning Tools for Your Family’s Future How key programs and legal strategies can protect your loved ones and secure long-term care needs.
- What Am I Still Holding Onto?
- End-of-Life Planning Without the Taboo: How to Make It an Empowering Conversation
- Supporting Senior Autonomy: Legal Tools That Make a Difference
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