The White Elephant Gift Nobody Wants: Family Conflict
We’ve all been there. The holiday White Elephant gift exchange starts out fun and lighthearted. But then Uncle Jim steals the massage gun he bought in hopes of winning it for himself. The married couples start tag-teaming to keep the best gifts between them. Cousin Sarah gets stuck with the singing fish. Someone’s definitely holding […]
Caring for Aging Parents: How to Protect Relationships and Plan Ahead
When adult siblings come together to care for aging parents, something unexpected often happens. Instead of bringing families closer, the experience frequently exposes old wounds and creates new rifts that never fully heal. What should be a time of unity becomes a source of lasting conflict. With over 37 million Americans providing unpaid eldercare, these […]
How to Talk to Your Loved Ones About Death, Money, and Estate Planning at the Holidays
As the holidays approach, families gather to share food, laughter, and stories. But amid the joy, there is often an unspoken truth: many families avoid the conversations that matter most. What will happen when you are gone? How will your loved ones be cared for? What legacy will you leave behind? This season offers a […]
What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
When you’re ready to finally put an estate plan in place, it’s natural to feel excited and relieved. You’re taking a powerful step to protect your family, get organized, and make sure everything is handled the way you want if you become incapacitated and when you die. But what happens when your spouse doesn’t share […]
Honoring Your Sacrifice: Estate Planning Essentials for Military Families
Each year on November 11, the nation pauses to honor the courage and sacrifice of those who’ve served in the Armed Forces. Beyond the ceremonies and flags, Veterans Day offers military families a meaningful opportunity to reflect on a vital question: Is your family truly protected if something happens to you? If you’ve served or […]
How to Keep Wealth in Your Family for Generations
Many families focus on building wealth, but fewer think about keeping it. Research shows that a majority of wealthy families lose their wealth by the second generation, and by the third generation, the number climbs as high as 90%. That happens not because parents lack concern for their kids, but because key pieces of planning […]
The Hidden Risks of Growing Older Without a Life & Legacy Plan
If you are like most people, you probably assume that when the time comes, someone—your spouse, your children, or maybe a close friend—will be there to take care of you. But the truth is, more Americans than ever are living alone as they age, often without a clear plan for support. According to AARP, more […]
LGBTQIA+ History Month: Honoring the Past, Protecting the Future
October is LGBTQIA+ History Month – a time to reflect on the struggles, resilience, and triumphs of those who paved the way for equality. It’s a month to honor the past while taking steps to protect the future. One of the most powerful ways to do that is by ensuring you have a Life & […]
Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead
Losing someone you love reshapes your world in ways you may never expect. Some changes are obvious—you no longer share birthdays, dinners, or conversations. But the harder truth is that grief often weaves itself into the smallest details of daily life. You may notice it when you pour coffee into only one mug, when you […]
Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
A client once told me she would give anything to hear her grandmother’s voice again. Her grandmother had been the heart of the family—the one who told stories about how she survived the Great Depression and how she fell in love with her husband. But when she passed away, those stories went with her. They […]
