RESOURCES
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.
Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process
Probate can delay access to money, property, and answers when families need them most.
What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)
You've spent a lifetime collecting memories, treasures, and possessions, but without proper planning, these items could become an overwhelming burden for your loved ones.
Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love
Choosing between a will and a trust can shape your family’s future. Learn what to consider so your plan truly works.
Caring for Aging Parents: How to Protect Relationships and Plan Ahead
Caring for aging parents alongside siblings can strain even the closest family relationships. Learn why these tensions arise and how proper planning now can prevent conflict when your own children face these decisions.
Why It Matters to Your Loved Ones That You Work With the Right Lawyer
If you don’t work with the right lawyer, your loved ones could face years of stress, conflict and unnecessary expense. But you can avoid putting them through this. Here’s how to find the right legal support.