Transfer On Death Deed The Pros and Cons (3 min read)
Imagine this: you want your daughter to inherit your house, but you don’t want her stuck in probate for months (or years). A Transfer on Death Deed might be the simple solution!
Multi-State Properties? How Does That Impact Your Heirs? (4 min read)
Do you own a vacation home, rental property, or spend winters in one state and summers in another? Owning property in more than one state is wonderful for you - but it can create nightmares for your heirs if you don’t plan ahead.
Debt After Death: Who Pays? (8 min read)
There’s a popular saying that you can’t take your money with you when you die. But what happens when you die owing money? Who becomes responsible for that?
Planning Ahead: Tips for Flying with Cremated Remains (2 min read)
Have you ever needed to travel - either across states or internationally - to bury or scatter a loved one’s cremains?
A New Era of End-Of-Life Choices (4 min read)
As you can imagine, I have a lot of conversations with people about estate planning.
What the Law Says About Burial, Cremation, & Final Wishes (3 min read)
When it comes to final arrangements, many people assume they can simply write down - or even just say - what they want, and that’s the end of it.
Memorial Day: Honoring the Fallen and Supporting the Families They Leave Behind (2 min read)
Memorial Day is a national holiday in honor of remembering those who gave their lives in service to our country. But do you know how this came to be?
Understanding Estate, Gift, and Inheritance Tax in 2025 (4 min read)
Estate planning isn’t just about deciding who gets what - it’s also about making sure your loved ones aren’t left with a surprise tax bill.
Why I Wrote an Estate Planning Book That Doesn’t Overwhelm You (2 min read)
Estate planning gets a bad rap. Most estate planning resources are long, technical, and full of legal jargon. No wonder people avoid it.
Amending vs. Restating a Revocable Living Trust: What’s the Difference and When To Do It (4 min read)
If you have a revocable living trust, you might reach a point where you need to make some changes.
Will vs. Trust: What’s the Difference and Which One Is Right For You? (5 min read)
I get asked this question a lot. In fact, I feel this question is often what keeps people from moving forward with their estate planning because they are stuck on trying to decide between the two.
Is It Time To Update Your Will? How to Do It Right! (2 min read)
Your will is an important document, created to ensure your assets are distributed according to your wishes. But life changes, and your will may need to change with it.
Dying Without a Will: Understanding Intestate Succession (2 min read)
Did you know that passing away without a will can affect how your assets are distributed? Even if you’re married? It’s true.
Preparing for the Unexpected: What to Know About Incapacitation (4 min read)
Life is unpredictable. I recently had a conversation with a friend about people we’ve personally known who passed away unexpectedly.