Newsletter

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 –...

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...

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...

In addition to including Valentine’s Day, February is also American Heart Month. And, how shall I say this, but while I am honored to help you with all your estate planning needs, I would love it if putting your plans into action didn’t happen for a long, long time....

I hope you all had a safe and enjoyable holiday. If you have made resolutions for 2026, you’re in good company. Did you know the notion of making resolutions at the start of a new year dates back to 2000 B.C.? The Babylonians celebrated the new year with a 12-day...

As 2025 Comes to a Close There is Something I Want You to Know As I look out the window at the beautiful snow, I am once again amazed at how quickly another year has flown by. I am grateful that it has been a good year for my family and me. And I sincerely hope you...

In my experience, I have discovered that while most people know to reach out for legal representation in obvious situations (criminal charges, for example), the lines can get blurry between hiring an attorney or going solo in others. You all know I provide estate...

A Gentle Reminder Do you have a child who has just gone off to college or will soon? If so, please read the following. It won't take long, and trust me when I say this is important. Ideally, before your child heads off to college, near or far, medical and financial...

I wanted to share something I haven’t mentioned before. The open rate for this newsletter, that’s the number of people actually reading it, is way above average. My digital team flagged it and told me, “This kind of engagement is rare.” Honestly, I’m both surprised...