If you are like most people, you probably assume that when the time comes, someone—your spouse, your children, or maybe a close friend—will be there to take care of...

Estate planning often feels like stepping into unfamiliar territory. Legal documents like trusts can seem complicated, filled with legal terminology that doesn’t make it into everyday conversation. But the...

My colleague told me a story recently. Her son moved into his first apartment at college and had to go grocery shopping on his own for the first time....

A client once told me she would give anything to hear her grandmother’s voice again. Her grandmother had been the heart of the family—the one who told stories about...

Labor Day has always been about honoring the American worker—the people who build our communities, power our economy, and create the foundation of our society. But this year, as...

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need...

When planning for the future, two terms you’ll hear often are estate and trust. But what do they really mean? And how do they affect what happens to your...

You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your financial advisor created your documents, or you might have done them yourself...

When Anna Harp lost her father, Rudolph Clausing, she didn’t get to say goodbye. It was January 2021, during the height of the COVID-19 pandemic. Her dad had been...

Inheritance can feel like an overwhelming topic, especially when laws change and families are already under stress. Whether you’re planning ahead or dealing with a loved one’s estate, understanding...