Jun 2, 2026 | Insights
Congratulations on your new home. Whether you are officially a first-time homeowner or are leveling up (or scaling back) to a space that better fits your life, buying property is a massive milestone. While you are busy picking paint swatches and unboxing the kitchen,...
May 19, 2026 | Insights
Living Legacy Projects and Other Ways to Paint an Estate Plan Every aspect of a legacy does not need to be captured in legal documents or even the nonlegal documents that accompany them. Some of the most meaningful expressions of legacy are created alongside the...
May 12, 2026 | Insights
Incentive Trusts: Guiding the Brush Without Controlling the Hand Incentive trusts are sometimes misunderstood as tools for control (specifically, “control beyond the grave”). Understood properly, they are tools for guidance that help you shape outcomes by connecting...
May 5, 2026 | Insights
Family Conversations: Paint the Full Picture in Words Even the most thoughtful and vibrant estate plan can appear flat if the people it affects are not part of a bigger discussion that makes the context clear. Family conversations are where your vision becomes...
Apr 28, 2026 | Insights
Letters of Intent: Filling in the Fine Details Whereas an ethical will focuses on values, reflections, and meaning, a letter of intent is practical and instructional. This nonbinding document is designed to guide the people carrying out your estate plan by explaining...
Apr 21, 2026 | Insights
Not everything that matters in an estate plan is measurable in dollars. Personal belongings—jewelry, artwork, letters, heirloom quilts, collections, photo albums, or other meaningful everyday objects—can carry emotional weight that far exceeds their financial value....
