Labor Day Thoughts

Officially, Labor Day honors the achievements, contributions, and strength of the American worker. But on a personal level, it is a time to pat yourself on the back for all the hard work you have put in to provide a good life for yourself and your loved ones. I also...
Just a few more days

Just a few more days

Our nation’s 250th anniversary is just a few days away. We all know about the battles, speeches, and famous documents like the Declaration of Independence; we learned all that in school. But, not surprisingly to you, I’m sure, as an estate planning attorney, I...
I Can Hardly Believe It

I Can Hardly Believe It

You might want to sit down for this one. 2026 is nearing the halfway point! I know. I can’t believe it either. So, let me ask you something – did your New Year’s resolutions include updating your estate plan? And here it is … whoosh! Six months later, and...

Want to Say Something Meaningful to the Graduate in Your Life?

I suspect many of you will soon be congratulating your son, daughter, niece, nephew, or other young person upon their high school graduation. I thought it would be fun to research some of the best words of wisdom from commencement speeches given by successful people –...

Trump Accounts. What You Need to Know RIGHT NOW!

According to the latest data, Trump Accounts (tax-advantaged 530A child savings accounts) don’t officially exist – yet. That said, the setup process has begun, so read on if you have young children.   Accounts can be activated and available to accept contributions in...

Planning Your Spring or Summer Vacation?

As an estate planning attorney, many of my conversations with clients focus on planning ahead and being prepared. That mindset applies not only to your legal and financial affairs, but also to everyday parts of life like travel. With spring break and early summer...