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![Our Top 10 Most Common Estate Planning Questions: Part 1](https://static.wixstatic.com/media/2fcf44_4bc2a43577fd49fa8e82f3c74b8810b3~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/2fcf44_4bc2a43577fd49fa8e82f3c74b8810b3~mv2.webp)
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22 hours ago6 min read
Our Top 10 Most Common Estate Planning Questions: Part 1
Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and...
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![Charitable Giving Options: Not Just For the Holiday Season](https://static.wixstatic.com/media/2fcf44_7f7c0e353b564c80a6c21a3759a7bcbe~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/2fcf44_7f7c0e353b564c80a6c21a3759a7bcbe~mv2.webp)
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Jan 75 min read
Charitable Giving Options: Not Just For the Holiday Season
The desire to make a difference doesn't end when we die. For many people, incorporating charitable giving into their estate plans allows the
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![Estate Planning in Times of Change](https://static.wixstatic.com/media/2fcf44_5ec20c0fa327497699e76e35ad0956e4~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/2fcf44_5ec20c0fa327497699e76e35ad0956e4~mv2.webp)
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Jan 25 min read
Estate Planning in Times of Change
With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rat
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![Lessons from Tony Bennett's Estate Battle](https://static.wixstatic.com/media/2fcf44_9bf9f795903b4619967b8fadaa12c621~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/2fcf44_9bf9f795903b4619967b8fadaa12c621~mv2.webp)
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Dec 22, 20246 min read
Lessons from Tony Bennett's Estate Battle
When the iconic Tony Bennett passed away in July 2023 at 96, the world lost a beloved crooner whose music touched generations.
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![How To Create a Lasting Family Legacy This Holiday Season](https://static.wixstatic.com/media/2fcf44_01a7201088d244a4a71b97da39737090~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/2fcf44_01a7201088d244a4a71b97da39737090~mv2.webp)
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Dec 20, 20245 min read
How To Create a Lasting Family Legacy This Holiday Season
The holiday season is the perfect time to create a lasting family legacy by capturing the values, stories, and wisdom
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![How the Holidays Can Inspire Your Family Legacy Planning](https://static.wixstatic.com/media/2fcf44_61ca023fd79a4d5f980b1a1db492f2d3~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/2fcf44_61ca023fd79a4d5f980b1a1db492f2d3~mv2.webp)
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Dec 11, 20245 min read
How the Holidays Can Inspire Your Family Legacy Planning
While passing down family recipes and gathering around the holiday table are cherished traditions, these moments
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![The Hidden Truth About Settling a Loved One’s Estate](https://static.wixstatic.com/media/2fcf44_05b996261a9942e7898adeb1cd837160~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/2fcf44_05b996261a9942e7898adeb1cd837160~mv2.webp)
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Dec 4, 20245 min read
The Hidden Truth About Settling a Loved One’s Estate
Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches
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![Honoring Service: Essential Estate Planning Tips for Veterans and Their Families](https://static.wixstatic.com/media/2fcf44_eb35b5c98f064bc1b2ac3694ba284aac~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/2fcf44_eb35b5c98f064bc1b2ac3694ba284aac~mv2.webp)
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Dec 1, 20245 min read
Honoring Service: Essential Estate Planning Tips for Veterans and Their Families
Your military service demonstrated a profound commitment to protecting America's future. Now, it's time to protect your family's future thro
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Nov 20, 20245 min read
Shining a Light on Shelley Duvall’s Death and Estate Plan
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy con
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