Blog
Jan. 12, 2026
When the skies turn dark and the weather becomes unpredictable, it’s natural to feel a sense of unease. Whether it's a severe storm warning on your phone or just the general volatility of the world around us, these moments remind us that much of life is beyond our control. While we can’t stop the rain or predict every twist and turn, we can build a shelter that stands strong against the elements.
Read MoreJan. 5, 2026
As we step into a new year, it’s the perfect time to review the plans we have in place to protect our families. Estate planning is more than just documents; it's a lasting gift to your loved ones, ensuring they are cared for according to your wishes. This year, taking a fresh look at your will, trust, and beneficiary designations is one of the most important steps you can take to secure your family's future.
Read MoreDec. 8, 2025
Your ethical will complements your legal will and estate plan. While your legal documents handle the practical distribution of assets, your ethical will handles the meaningful transmission of values and wisdom.
Read MoreDec. 1, 2025
A family mission statement articulates the shared values, purpose, and aspirations that define your family. It's a compass that guides decisions, shapes priorities, and creates unity across generations.
Read MoreNov. 17, 2025
Financial inheritance can provide security and opportunity, but wisdom provides something even more valuable – a foundation for making good decisions, navigating challenges, and living a meaningful life.
Read MoreNov. 10, 2025
When you think about your legacy, what comes to mind? Most people immediately think of financial assets – the house, the savings accounts, the investments. But if you ask your children what they'll treasure most after you're gone, they won't talk about money. They'll talk about the lessons you taught them, the values you lived by, the stories that shaped your family, and the wisdom you shared.
Read MoreNov. 3, 2025
Special Needs Trusts and ABLE accounts aren't competing options – they're complementary tools that work best when strategically coordinated. ABLE Accounts for Day-to-Day ExpensesUse ABLE accounts for regular, recurring expenses and purchases where your child benefits from having direct control. This promotes independence and self-determination while covering everyday needs.
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