Stay Informed With Our Estate Planning Insights
Estate planning isn’t set-it-and-forget-it. It’s a living process that should grow with your family, finances, and future goals. Whether you're taking a break this holiday or just checking in, we've got a few simple reminders to help make sure your plan still does what you need it to.
Jun 24, 2025
by Family Estate Planning Law Group
Trusts Alone Don’t Avoid Probate
Many people believe that creating a trust automatically keeps their estate out of probate. Unfortunately, that’s only part of the story.
Aug 27, 2025
Family Estate Planning Law Group
Spring Cleaning for Your Estate Plan: Aligning Assets for a Seamless Future
Spring is a time for fresh starts—and that includes your estate plan. While many people focus on drafting a will or trust, estate planning isn’t a one-time event
Apr 17, 2025
Family Estate Planning Law Group
The Perfect Routine: Precision and Balance in Estate Planning
Discover the parallels between estate planning and gymnastics. Achieve precision and balance in your estate plan with our expert team.
Jul 29, 2024
Family Estate Planning Law Group
Passing the Baton: Effective Wealth Transfer Strategies
Discover how to ensure a efficient transfer of your wealth with strategic estate planning. Learn the keys to successful wealth transfer.
Jul 22, 2024
Family Estate Planning Law Group
Overcoming Obstacles: Navigating Estate Planning Challenges
Tackle estate planning challenges with Olympic-level agility. Get expert advice to secure your family's future.
Jul 17, 2024
Family Estate Planning Law Group
Protecting your Assets during Financial Literacy Month
For more help with protecting your assets and information on financial literacy, please contact Family Estate Planning Law Group.
Apr 7, 2023
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. With personalized guidance and lifelong support, we make sure your estate plan evolves with you to reflect your values, protect your assets, and care for the people you love.
