by michelle | Jan 15, 2026 | Estate Planning
The start of a new year brings the perfect opportunity to tackle those important tasks we’ve been putting off. While gym memberships and diet plans often top resolution lists, getting your estate planning affairs in order might be the most important gift you...
by michelle | Jan 9, 2026 | Special Needs, Trusts
When you create a Special Needs Trust for a child with a disability, you’re not just planning for next year, but you’re potentially planning for the next 40, 50, or even 60 years of their life. Consider how dramatically the world has changed since 1985....
by michelle | Dec 30, 2025 | Uncategorized
One of the most common concerns I hear from clients is the fear of being “locked in” to their estate planning decisions. They worry about appointing someone as power of attorney or trustee, then later regretting that choice. Here’s what I want you to...
by michelle | Dec 22, 2025 | Estate Planning
It’s that time of year when Santa’s making his list and checking it twice. But when was the last time you checked your estate plan? If you’re like most families, it’s been a while. Maybe you set everything up years ago and haven’t looked...
by michelle | Dec 16, 2025 | Estate Planning, Probate
The holidays bring their own demands: family gatherings, travel plans, shopping lists, and endless obligations. When you add the loss of a loved one to this already hectic season, the weight can feel unbearable. You’re grieving while simultaneously facing estate...
