Resources
for life transitions

Let's be honest: "estate planning" sounds... Complicated? Overwhelming? The last thing you want to do?

It may sound like a big undertaking, maybe a little intimidating, and definitely like something you can put off until next week. Or next month. We know it’s one of those "important but not urgent...

Many families focus on building wealth, but fewer think about keeping it. Research shows that a majority of wealthy families lose their wealth by the second generation, and by the third generation, the number climbs as high as 90%. That happens not because parents lack concern for their kids, but be...

October 20–26, 2025, is Estate Planning Awareness Week - a national observance created to encourage Americans to think about what will happen to their loved ones and their assets after they die. For many people, the term estate planning brings to mind stacks of legal documents, a will, a trust, a he...

We’ve all had that special person in our life who has passed away. The one who held all the stories about how our family arrived here and what they sacrificed to pass their legacy on. The one we would give anything to hear their voice again. Because when our loved ones pass away, those stories go wi...

Like buying a cheap car that leaves you stranded on the highway, bargain-priced or DIY estate planning can leave your loved ones facing unexpected breakdowns when they need protection most. While the initial cost savings may seem attractive, the long-term consequences of inadequate planning often pr...

 When actor Heath Ledger died, his outdated will predated the birth of his daughter, Matilda. So his entire estate was left to his parents, disinheriting his beloved daughter. When rock legend Prince died without a will, his siblings spent the next 6 years fighting, with DNA tests, over 2000 court f...

After law school, I was recruited to work at two of the largest law firms in the world. I defended Fortune 500 companies from Bank of America to 3M in large class action suits at $600/hour (that's $10 for every minute I spent thinking about a client's case). The work was challenging but soulless and...