When Tom passed away, his family quickly learned that his will wasn’t enough. What followed was a year of probate—an emotionally and financially draining process that left his children bitter and fractured. Despite Tom’s best intentions, court fees piled up, disputes over sentimental items escalated, and cherished family memories were overshadowed by resentment. Probate is…
Jenny loved being a mom. Raising her son Michael, who had special needs, brought her immense joy—but it also came with challenges. Jenny was Michael’s biggest advocate, navigating a maze of therapies and education plans to ensure he thrived. But one night, while watching Michael peacefully sleep, a thought struck her with a terrifying weight:…
When Lisa first created her estate plan 25 years ago, her main concern was naming guardians for her two kids. Fast-forward to today: her kids are grown, she has grandchildren, and her assets have grown significantly. Yet, her estate plan hasn’t been updated in decades. Lisa’s story isn’t uncommon. Many people think estate planning is…
When Chris and Dana created their first estate plan 20 years ago, they felt a sense of relief. They’d written a will, named guardians for their kids, and even created a basic trust. But over the years, they rarely thought about it again. Fast-forward to last year: Chris passed away unexpectedly, and Dana realized their…
