Resources
for life transitions

Why "DIY" Estate Plans Often Cost the Most to You and the People You Love

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...

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Why You Can’t Rely on AI to Protect Your Family

 When actor Heath Ledger died, his outdated will predated the birth of his daughter, Matilda.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...

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No More Dusty Old Documents - A Different Way to Estate Plan

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...

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