RESOURCES
The Question Every Father Thinks He's Answered (But Hasn't)
Father's Day is a celebration of presence. But the fathers who've truly done right by their families aren't just the ones who showed up every day. They're the ones who made sure their family would be protected whether they were there or not. If you haven't answered the one question that matters most, this is where to start.
Who Would Raise Your Kids If You Couldn’t? (What You Don’t Know About the First 72 Hours)
You've thought about who would raise your children if something happened to you. But thinking about it and actually naming someone in a legal document are two very different things. If your family doesn't have an answer in writing, and something unexpected happens to you, a judge who has never met you or your children will make that decision. Here's what you need to know, and what you can do about it today.
No One Warned Her About the Widow Penalty. Her First Tax Return Did.
When a spouse dies, most surviving partners expect grief. They do not expect a tax bill. The "widow penalty" is a real and largely unrecognized consequence of losing a spouse that can cost a surviving partner thousands of dollars more every year in taxes and Medicare premiums, at the worst possible moment in their life. Here is what it is, who it affects, and what you can do now, while there is still time to plan.
The Document That Fails When You Need It Most
You signed the Power of Attorney (POA). You thought your family was protected. But when a parent or spouse loses capacity, that document you trusted may get rejected at the very bank where you need it most, and your family may not have time to fight it. As your Personal Family Lawyer®, this is exactly the kind of gap I make it my job to close before you ever need to find out the hard way.
He Sold His Company for $1.2 Billion. He Died Without an Estate Plan.
Tony Hsieh sold Zappos to Amazon for $1.2 billion and built one of the most admired companies in America. When he died at 46 without a will or a trust, his family was left to sort out an estate worth hundreds of millions of dollars. Publicly, slowly, and painfully. What happened next is a lesson everyone who has something to protect should read.
Her Husband Died Without a Will. Then ICE Came to the Door.
You may think estate planning is about who gets what after you die. It is also about who stays safe, housed, informed, and protected in the days after a loss. The reported story of Marie-Thérèse Ross-Mahé shows how grief can turn into legal chaos when a family is left without a clear plan.
Tax Season Forced You to Look. Now Ask the One Question That Actually Matters.
Your tax return is the most complete picture of your financial life you'll get all year. But most people close the folder without asking one critical question: if something happened to you tomorrow, are the people you love actually protected? Here's how to answer it before the window closes.
Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
When you're a business owner, an easy or cheap estate plan can leave your business vulnerable. Learn why your business documents and estate plan must work together, and what can happen if they don’t.
One Death, One Courtroom, One Child - and a Lesson Every Parent Needs to Hear
A Michigan court case shows what happens when a parent dies and no one thought to plan for it. The child had a chronic medical condition, a contentious custody history, and relatives scrambling to get legal authority just to manage her care. The court battle that followed could have gone very differently without years of documented evidence. Here's what every parent needs to know before something like this happens to their family.
Estate Planning for Unmarried Couples: Protecting the Person You Love
Your partner could be barred from your hospital room - not by hospital policy, but by law. Without a marriage certificate, the person you love most may have no legal authority over your health, your home, or anything you've built together. Here's what unmarried couples need to know.
Here’s What Can Happen to Blended Families When a Spouse Dies
You trust your spouse completely. But if you're in a blended family and your estate plan simply says "everything goes to my spouse," your own children could end up with nothing - not because anyone meant harm, but because ownership changes everything.
Here’s What Happens to Your Retirement Accounts After You Die
Retirement accounts follow different rules from other assets you may own. After you die, the people you love most may face unexpected tax burdens if you don’t understand how the rules work.
Creating a Trust in Your Will vs. Creating a Living Trust: Part 2
A living trust offers immediate protection and probate avoidance, but understanding how it works and whether it fits your goals is essential to making the right choice.
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
Creating a trust in your will might sound like good planning, but understanding what you're actually trying to accomplish matters more than the type of trust you choose.
Why Quick and Simple Estate Plan Reviews Don't Exist
If your estate plan is years old, or you did it yourself, you may call an attorney asking for a quick, low-cost review of your estate planning documents, thinking it’s a quick and easy process. The reality is that an estate plan review is (or should be) more complicated than most people think.
Understanding Inheritance Taxes: What You and Your Beneficiaries Need to Know
Understanding the tax implications of different inherited assets can help you structure your estate to minimize your beneficiaries' tax burden.
Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
Many people believe that once they've created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones, and not fail when they need it.
What Happens to Your Debt When You Die?
Many people worry about leaving debt behind for their loved ones, but the reality of what happens to debt after death is more complex than you likely realize.
Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Without marriage's legal protections, unmarried couples face unique estate planning challenges that could leave partners vulnerable and children at risk. Learn how to protect your loved ones and assets with proper planning.
Why So Much Money Ends Up as Unclaimed Property and What That Means for You
Every year, billions of dollars quietly sit with state governments, unclaimed and forgotten. Learn how proper estate planning keeps what you own from getting lost.