After her husband passed away, Claire realized how unprepared she was for the legal and financial challenges that followed. The lack of a clear estate plan left her navigating probate court, sifting through incomplete documents, and dealing with the uncertainty of what he might have wanted. It was overwhelming, but it also gave her clarity…
When Ellen brought her estate plan into our office last December, she admitted it had been collecting dust for years. “I don’t even know what’s in here,” she said, flipping through the yellowed pages. Ellen had recently become a grandmother, and the joy of welcoming her first grandchild had sparked a realization: her estate plan…
When Mark and Julia first walked into our office last December, they were reeling from the aftermath of a sudden family loss. A close relative had passed away without a clear estate plan, leaving behind confusion, family disagreements, and a pile of unresolved legal issues. Watching their loved ones struggle, Mark and Julia realized they…
Estate planning may not be the first thing that comes to mind when you think of Thanksgiving, but hear me out—Thanksgiving is actually the perfect time to have these important family discussions. Why? Because everyone’s gathered together, feeling relaxed (and full of turkey), and it’s a natural time to reflect on what matters most: family,…
