Why Everyone Needs an Estate Plan (Even If You Don’t Have Kids)
Most people think estate planning is something you only need if you have children. But this belief leaves countless adults unprotected. The truth is simple:...
When the Holidays Reveal More Than Traditions: Signs Your Parents May Need Elder Planning
The holidays bring families together in a way no other season does. You gather around familiar tables, share stories, pass recipes, and reconnect with people...
Are You Ready to Die? (Here’s Why That Question Is Really About Life)
If someone asked, “Are you ready for the unthinkable to happen to you” most people would quickly say no. The truth is, no one ever...
Doing It Right: What We Can Learn from Diane Keaton’s Pet Trust
When actress Diane Keaton passed away last month at age 79, fans around the world celebrated her life, her films, and her trademark charm. Known...
Part 2: Digital Legacy and Your Cell Phone: How to Prepare Now
In Part 1 of this series, we explored what happens when a loved one dies and their phone is locked: the frustration, the limits, and...
Part 1: Digital Legacy and Locked Phones: What To Do When You Can’t Get In
In today’s digital age, our phones, tablets, and computers hold our lives. From photos and videos to banking apps and email, the cell phone has...
The Great Wealth Transfer: What Every Woman Needs to Know Before Inheriting
With trillions of dollars set to change hands over the next two decades, women are poised to inherit a significant portion of America’s wealth. Yet...
Love Is in the Air… But Before You Say “I Do,” Here’s What We’d Do Before Getting Married
With the news of Taylor Swift and Travis Kelce’s engagement lighting up headlines (and Swifties everywhere losing their minds), it’s safe to say love is...
Is Probate About Property or People? What Really Happens During Florida’s Probate Process
When most people hear the word "probate," they think of legal battles over money or property. But probate is not just about property, it's about...
What the One Big Beautiful Bill Act Means for Estate Planning
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, ushering in a wave of sweeping changes to estate, tax,...
