Resource Center

The holiday season is the perfect moment to start a different kind of preservation — the conversation about legacy, planning, and what we want to leave behind.

What does it mean to really show up for a mom this Mother’s Day? Maybe it looks like taking something off her plate. Maybe it looks like helping her sleep better at night. Maybe it means finally starting a conversation she hasn’t had the space or energy to initiate. That’s where an estate plan comes into the equation.

Are you and your spouse in relative good health today and able to manage if the other one needed caregiving assistance? If your health took a turn, do you want to age in place, or is it possible that one of your children would want you to live closer by? Talk it through with your spouse and your kids so that everyone understand your wishes.

Losing a spouse is one of the most difficult things a person can go through. In addition to the difficult emotions surrounding the loss, widows and widowers may be tasked with several legal and financial responsibilities during this time of grief. After immediate needs are addressed, the surviving spouse may need to create a new plan to safeguard their assets and communicate their wishes.

A child’s wedding day is one of the happiest occasions in life for most parents, especially when they approve wholeheartedly of that child’s choice of mate. Sometimes, however, the choice is not always welcomed and parents become concerned about how to protect assets they plan to leave their children in case of a divorce.

If you are considering a divorce, it’s critical to understand the impact of your divorce on what would happen in the event of your incapacity or death, either during the divorce or after. Unfortunately, most divorce lawyers do not give any thought to incapacity or death, simply because they do not have training on these issues specifically and it’s not at the forefront of their minds when they are advising you through your divorce.

Legacy planning isn't just for the wealthy; it's for anyone who wants to ensure their wishes are respected and their loved ones are protected.