Category: Blog Post

More Than Money: What Will Your Loved Ones Really Inherit? When we think of estate planning, most of us focus on the tangible—bank accounts, property, and investments. And while those are essential, they aren’t the only things worth passing on. In my 23+ years as an estate...

Each fall, across Mexico and Latin America — and increasingly throughout the United States — families gather to celebrate Día de los Muertos, or the Day of the Dead. Far from being somber, it’s a joyful time to remember loved ones who have passed and to celebrate the lives they lived....

When was the last time you reviewed your estate plan? Estate planning isn’t a one-time task — it’s a living framework that should evolve as your life and priorities change. Over the years, we’ve seen that regular reviews are one of the most effective ways to ensure your plan...

Every October, we’re reminded of something we all mean to do—but often don’t get around to: planning for the future. In the U.S., it’s called National Estate Planning Awareness Week, recognized the third full week of October (this year, October 20–26, 2025) through U.S. House Resolution 1499, first introduced in 2008. 

In our last blog, we looked at how the Vanderbilts built one of America’s greatest fortunes—and then lost it within a few generations. The Rockefellers, by contrast, built an equally vast empire but took very different steps to ensure their wealth endured. Their success wasn’t just about business—it was about planning ahead, structuring...

Last summer, I toured The Breakers, Cornelius Vanderbilt II’s summer home in Newport, Rhode Island, with my wife and daughter—both Gilded Age history fans. While they admired the opulence, I couldn’t help but think like an estate planner: how could a family with so much lose nearly everything within a few generations?

Estate planning isn’t just about what happens after you’re gone. In fact, some of the most powerful parts of your plan are the ones that protect you while you’re still very much alive but unable to act on your own behalf. Planning for incapacity isn’t grim—it’s responsible. This post covers what you need...

Welcome to Paradise… But Don’t Forget to Update Your Estate Plan Retiring to Florida comes with plenty of perks—sunshine, palm trees, no state income tax—but it also comes with a few legal surprises, especially if you’re bringing an estate plan from another state. I’ve helped...

Unmarried couple? Florida law doesn’t automatically protect your partner. Learn which legal documents you need to safeguard your relationship. You Don’t Have to Be Married to Plan Together—But You Do Need a Plan I’ve met so many committed couples who share a home, a...

Running a Business? Here’s Why You Also Need an Estate Plan If you’re a business owner, you’ve likely put a lot of time, energy, and money into building something meaningful. Whether it’s a solo venture, a family-run operation, or a growing company with employees and assets, your...