Far More Risks than Benefits to a DIY Will
A handwritten or online will may seem simple. However, one small mistake can undo everything you’ve worked to leave behind.
December 8, 2025
A Cross-Border Strategy is Needed for Estate Planning with Assets Overseas
Assets, heirs and homes in multiple countries require a plan that respects more than one legal system.
November 11, 2025
Choosing a Guardian for Minor Children is Critical
Choosing a guardian is one of the most important estate planning decisions parents make. It ensures that children are cared for by someone trustworthy and aligned with family values if the unexpected happens.
October 14, 2025
Preparing an Estate Plan when Children Live in Another State
Whether it’s because of work, school or a marriage, it isn’t uncommon for a parent to have children and other loved ones scattered across the United States.
October 7, 2025
Your Collection Needs to Be Part of Your Estate Plan
Your collection of baseball cards, Birkin handbags or aging Bordeaux may deliver hours of pleasure. It’s also an estate planner’s nightmare.
October 2, 2025
Protect Your Child’s Inheritance in a Second Marriage
The portion the surviving spouse can claim depends on the circumstances.
September 24, 2025
How Wealth is Distributed in Blended Families
This summer’s passing of Ozzy Osbourne was mourned by heavy metal fans and caught the attention of estate planning attorneys for lessons about how wealth is distributed among members of a blended family. Whether you liked his music or not, Osbourne left an estate estimated to be worth $230 million plus future royalties, reports a recent article from Think Advisor, “What Wealthy Families Can Learn From a Rock Star’s Estate.” There’s no estate battle for now. However, only time will tell if the Osbourne family faces issues like those of many blended families. There’s no simple playbook for these situations,…
September 2, 2025
Parents with Young Children need an Estate Plan
Estate planning ensures that your children and assets are cared for according to your wishes.
August 27, 2025
Common Trust Mistakes to Avoid
Trusts can be powerful estate planning tools. However, simple errors can lead to delays, disputes and unintended outcomes.
August 19, 2025
Common Reasons to Avoid Probate Court
Probate can tie up assets, create delays and drain estate value—many families benefit from planning around it.
August 7, 2025