Executor Evolutions

For as many clients as we assist in creating their estate plans, we suspect just as many are too embarrassed to call us.

Our years of experience have taught us that no two estate plans — or lives — are alike ... CONTINUE READING

Protect What Matters Most

When people hear the term “estate planning,” they think of wills, trusts, and the legal steps to distribute assets after death. But what if there’s more to planning than just securing finances? Legacy planning goes a step further, focusing on preserving values, beliefs, and the well-being of future generations. It’s about ... CONTINUE READING

Dancing With Debt

When dancer Allison Holker lost her husband, Stephen “tWitch” Boss, unexpectedly, she wasn’t just grieving — she was hit with a financial nightmare. After his passing, Holker recently revealed she was left with a staggering $1 million tax bill, saying she’s “still in the trenches,” trying to dig her way out. Though spectators may have assumed she would ... CONTINUE READING

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