June 27, 2025
Estate Planning: Your Personal Declaration of Independence
When we think of “freedom,” most of us picture autonomy, control, and the ability to protect those we love. Estate planning captures all of these ideals. It’s not just a…
June 25, 2025
Estate Planning Tips for Summer
As summer brings longer days and a more relaxed pace, it can also serve as the perfect time to tackle your estate planning checklist. Whether you are planning a summer…
June 23, 2025
Hot Weather, Hot Mess: How Outdated Estate Plans Can Cause a Meltdown
Why Summer Is the Smartest Season for an Estate Plan Review There’s nothing quite like summer in Southern California. Sunshine, travel, family time, and a slower pace to recharge. But…
May 21, 2025
Memorial Day Reminder: Why Every Adult Needs an Estate Plan
Memorial Day is a time to honor those who gave their lives in service to our country, but it also serves as a poignant reminder of the importance of planning…
May 16, 2025
A Lasting Tribute: How Estate Planning Honors the Values of Memorial Day
Reflecting on Legacy, Service, and Protection Memorial Day is a time to pause, remember, and reflect on the brave men and women who made the ultimate sacrifice in service to…
May 5, 2025
Honoring Mom: Why Creating an Estate Plan Is the Ultimate Gift of Gratitude
Show Your Appreciation with a Plan That Protects Her Legacy Mother’s Day is a time to celebrate the incredible women who raised us, loved us, and taught us life’s most…
April 23, 2025
Estate Planning and Taxes: What Families Need to Know
Your Estate Plan and Taxes: How to Avoid Estate & Gift Tax Issues When it comes to dealing with your estate and ensuring your loved ones are taken care of,…
April 9, 2025
Chadwick Boseman’s Estate Planning Mistake: A Costly Tax Lesson
Chadwick Boseman, the beloved star of Black Panther, 42, and Marshall, tragically passed away in 2020 at the age of 43 after a private four-year battle with colon cancer. As…
April 1, 2025
Tax Season and Your Estate Plan: Essential Reviews Before Filing
Why You Should Review Your Estate Plan During Tax Season Tax season is a crucial time not only to file your taxes but also to assess your estate plan. Reviewing…
March 24, 2025
Spring Forward: Refresh Your Estate Plan This Season
Spring Forward: Refresh Your Estate Plan This Season As the days grow longer and flowers begin to bloom, many people embrace spring as a time for fresh starts and renewal….