Articles, downloadable guides, and answers to the questions we hear most often. Written by attorneys, edited for humans, and checked against current state law.
A clear, honest breakdown, not the version designed to sell the more expensive option.
Why timing matters more than most families realize, and what's still on the table.
A gentle, practical timeline so the legal pieces don't get in the way of grieving.
A monthly benefit many wartime veterans qualify for, and few claim. Here's how to start.
Disinheriting a child with disabilities feels like a workaround. It's almost never the right one.
The federal exemption is shifting. Here's what it means and which families need to act now.
A trust that isn't funded is a paperweight. Here's how to actually move assets in.
It's the question that stalls most families. Here's a framework for getting unstuck.
If you've just been named executor of someone's estate, here's what to do, and not do, first.
Worksheets and guides built from years of client questions. Free, no login required, just useful.
A 12-page intake your family can fill out before our first meeting. Fewer questions in the meeting, more time for what matters.
If you've just been named executor, here's the day-by-day, week-by-week list of what to do, and what to wait on.
For families with a loved one with special needs, a structured guide for capturing daily life, preferences, and the small things that matter.
Yes. A will that's signed wrong, worded vaguely, or out of step with your beneficiary designations can send your family to probate court to sort it out. A lawyer makes sure the document actually does what you intend — and "simple" is rarer than it sounds: minor children, a house, a 401(k), a blended family, or property in another state all add complexity.
Every 3–5 years, or any time there's a marriage, divorce, birth, death, major asset, or move to a new state.
Yes. Once your child turns 18, you can no longer make medical decisions for them unless they've named you as their patient advocate. It's the most-skipped document for college-age kids.
A will is a court-supervised set of instructions for after death. A trust is an entity that holds your assets, privately, during life and after, and can avoid probate entirely.
Most clients move from first meeting to signed plan in a matter of weeks, depending on the complexity of the estate. We can move faster for diagnoses, surgeries, or other deadlines.
Will-based plans start around $2,000. Trust-based plans run $3,200–$5,200. Probate and trust administration are quoted at the first meeting. No hourly surprises.
A first meeting to get acquainted and see if we're the right fit.
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