When Should You Share Your Estate Plan?

February 22, 2024

At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.

Planning for Digital Assets

February 21, 2024

If you don’t have a written plan in place, all sorts of things could snowball, starting with your heirs or caretakers not having log-in credentials to access your online accounts.

Celebrating Love: A Guide to Valentine’s Appreciation

February 12, 2024

This Valentine’s Day, let’s bring back the warmth, the laughter, and the joy of simply being together. Here’s a playful and relaxed guide to making your Valentine’s appreciation memorable, meaningful, and magical.

Unmarried Couples Need to Know!

February 5, 2024

With good planning, unmarried couples can receive many of the same legal protections as married couples when it comes to inheritance and taxes.

Top Reasons To Have A Will

February 1, 2024

In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…

How Does an Executor Manage Assets

January 22, 2024

The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets.

What is not Controlled by a Will?

January 10, 2024

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.

Passing the Torch: Strategies for Business Succession

January 8, 2024

Family business succession planning is a critical and often challenging process for many family-owned businesses. The goal of a successful succession plan is to ensure a smooth transition of the business to the next generation, preserving the legacy and values that have been built over the years…

Lisa Marie Presley’s Creditor Claim

January 3, 2024

Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.

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