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Category: Estate Planning

Love, Legacy, and Legal Clarity

Posted on June 10, 2025 | by Tom

Why Smart Estate Planning Often Includes a Prenup or Postnup

Marriage brings joy, commitment—and sometimes, legal complexity.

That’s especially true for couples entering a second marriage, raising a blended family, or owning significant separate assets. In those situations, estate Continue reading →

Posted in Estate Planning

Sudden Wealth? Here’s What to Do Next

Posted on June 3, 2025 | by Tom

Estate Planning Tips for Lottery Winners, Inheritance Recipients, and Windfall Beneficiaries

Coming into a large sum of money—whether from the lottery, a sudden inheritance, or another unexpected windfall—can feel like a dream come true. But after the initial excitement fades, a new Continue reading →

Posted in Estate Planning

Protect Your Family from Probate Headaches with Simple Planning

Posted on May 27, 2025 | by Tom

If you’ve ever heard someone talk about “probate,” it probably wasn’t in glowing terms. Probate is known for being slow, expensive, and frustrating — and for good reason. Fortunately, with the right estate planning tools in place, you can help your loved ones avoid many of these headaches. Continue reading →

Posted in Estate Planning, Probate

Studying or Traveling Abroad? Don’t Forget This Important Part of Adulting

Posted on May 20, 2025 | by Tom

If you’re a student getting ready to study abroad or take time to travel, you’re probably focused on everything from booking flights to brushing up on local customs. Whether you’re spending a semester in Europe, backpacking through Southeast Asia, or planning a gap year adventure, Continue reading →

Posted in Estate Planning

Planning for Incapacity: Learning from Glen Campbell’s Story

Posted on May 13, 2025 | by Tom

Glen Campbell gave the world timeless songs like “Rhinestone Cowboy” and “Wichita Lineman.” But behind the music, his final years were a difficult journey—one that many families know all too well.

In 2011, Campbell was diagnosed with Alzheimer’s disease. As his health declined, his Continue reading →

Posted in Estate Planning

5 Common Estate Planning Questions—And What You Need to Know

Posted on May 6, 2025 | by Tom

Estate planning is one of those topics people know they should tackle—but often feel unsure where to start. Whether you’re creating your first plan or updating an existing one, certain questions come up time and again.

Here are five of the most common estate planning questions we Continue reading →

Posted in Estate Planning, Uncategorized

Challenges of Estate Administration After Losing a Loved One

Posted on March 26, 2025 | by Patrick Roth

Challenges of Estate Administration After Losing a Loved One

Losing a loved one is one of life’s most challenging experiences, and the challenges of estate administration can be overwhelming. In the days and months that follow, emotions run high, and the process of finalizing their Continue reading →

Posted in Blog, Estate Planning

3 Benefits of Charitable Planning

Posted on July 12, 2022 | by Tom

Charitable planning is a way to support a favorite cause or a particular charity that means something to you as part of your estate plan. Charitable planning comes under the same laws that address trusts and wills, which are complex. But by working with an experienced attorney, you Continue reading →

Posted in Estate Planning

Do College-Bound Kids Need an Estate Plan?

Posted on July 5, 2022 | by Tom

Do College-Bound Kids Need an Estate Plan?

In short, the answer is yes. But often not in the traditional “I hereby bequest . . . “ sense. Most 18-year-olds don’t have much in the way of assets quite yet. But their health and health care decisions are paramount. And financial decision-making Continue reading →

Posted in Estate Planning

Estate Planning for Blended Families

Posted on June 28, 2022 | by Tom

Some people who lose a spouse due to death or divorce are fortunate enough to go on to find love again and remarry. In many instances, second marriages unite not only two people but also their children and extended families. While blending families is often a joyous experience, it Continue reading →

Posted in Estate Planning

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  • Love, Legacy, and Legal Clarity
  • Sudden Wealth? Here’s What to Do Next
  • Protect Your Family from Probate Headaches with Simple Planning

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