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Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead

A typical initial consultation with an estate planning lawyer may look like this: you meet, you answer questions about your family and assets, and the...

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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...

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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...

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Supporting the Whole Family: How to Balance the Needs of Siblings of a Child With Special Needs

Parenting a child with special needs is an extraordinary journey. It brings moments of joy, pride, and deep love, but also unique challenges that can...

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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...

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The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way

My colleague told me a story recently. Her son moved into his first apartment at college and had to go grocery shopping on his own...

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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...

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How to Make Networking Nourishing, Fun, and Effective

Most entrepreneurs have a love-hate relationship with networking. You know you need it to grow your business, but traditional networking, awkward mixers, forced small talk,...

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In the News

Estate Planning 101: Where to Start

Learn the key steps to securing your legacy and protecting your loved ones.

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Legal Essentials for Small Business Owners

Understand the must-have legal documents every business should have in place.

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Why a Will Isn’t Enough: The Importance of a Comprehensive Estate Plan

Discover why a complete estate plan offers more protection than a simple will.

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What happens if I don’t have an estate plan in place?

Without an estate plan, state laws (intestacy laws) will determine how your assets are distributed, which may not align with your wishes. This process can be lengthy, expensive, and create complications for your loved ones. Additionally, without a will or trust, you lose control over who will manage your estate, care for minor children, or make medical and financial decisions on your behalf if you become incapacitated. Creating an estate plan helps prevent uncertainty and protects your family’s future.

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