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    Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead
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    A typical initial consultation with an estate planning lawyer may look like this: you meet, you answer questions about your family and assets, and the lawyer tells you what documents you need - typically a will, trust, health care directive, and power of attorney …

    Supporting the Whole Family: How to Balance the Needs of Siblings of a Child With Special Needs
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    2025.09.19

    Supporting the Whole Family: How to Balance the Needs of Siblings of a Child With Special Needs

    Parenting a child with special needs is an extraordinary journey. It brings moments of joy, pride, and deep love, but also unique challenges that can test …

    The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
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    2025.09.12

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

    My colleague told me a story recently. Her son moved into his first apartment at college and had to go grocery shopping on his own for the first time. After he got …

    Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
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    2025.09.05

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

    A client once told me she would give anything to hear her grandmother’s voice again. Her grandmother had been the heart of the family—the one who told stories about how …

    The $1.5 million estate planning mistake you can't afford to make
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    2025.08.29

    The $1.5 Million Estate Planning Mistake You Can't Afford to Make

    Picture this: You and your spouse spend decades building a successful business, accumulating assets, and creating a stable life for your family. You think you've done everything right …

    The 3 Ages That Impact financial benefits for children with Special needs
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    8.29.2025

    The Three Ages That Impact Financial Benefits for Children with Special Needs

    Raising a child with special needs brings unique joys and challenges, including financial considerations that differ significantly from typical family planning. While every …

    IEP and 504 Plans Aren’t Enough: Why Your Child with Special Needs Deserves a Life & Legacy Plan
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    2025.08.22

    IEP and 504 Plans Aren’t Enough: Why Your Child with Special Needs Deserves a Life & Legacy Plan

    If your child has an IEP or 504 Plan, you've already taken an important step to support their education. But what about their needs outside the classroom? …

    When Fame Can't Fix Family: What Hulk Hogan's Estate Teaches Us About Failed Planning
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    8/15/2025

    Fame and fortune couldn't protect wrestling legend Hulk Hogan's family from the heartbreak of estrangement and inheritance disputes. His story reveals why even celebrities need estate planning that goes beyond the documents. Read more...

    When Fame Can't …

    Why Healthcare Directives are Just as Important as Wills and Trusts
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    Posted August 8th, 2025

     

    Picture this: you’re sitting around the dining table with your family during a holiday gathering, and the topic of health comes up. It’s a natural transition into a conversation that many might find uncomfortable or even daunting—yet, …

    How to Ensure Your Estate Plan Reflects Your Values and Wishes
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    Posted August 2nd, 2025

     

    In the heart of estate planning lies the personal task of reflecting one’s values and desires in practical documents. Whether you're planning your familial legacy or thinking about asset distribution, these decisions often go beyond …

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