A Safe Harbor Trust Offers Security, Peace of Mind 

A Safe Harbor Trust Offers Security, Peace of Mind 

Anyone who has ever sailed in open water understands the idea of a safe harbor. When the weather threatens and the sea becomes turbulent, even the largest ships head for the calm, protective waters of a port where they can ride out the storm in safety – a “safe...
As Part of Your Estate Plan, Don’t Overlook Digital Assets 

As Part of Your Estate Plan, Don’t Overlook Digital Assets 

Do you hold any digital assets? Before you answer no – assuming you’re not heavily invested in Bitcoin – you might want to reconsider, because you may have more digital assets than you realize. Just about everything you do online can qualify as part of your digital...
Estate Planning: Some Key Differences Between a Will and a Trust 

Estate Planning: Some Key Differences Between a Will and a Trust 

Whenever the topic of estate planning comes up, there are two terms you are guaranteed to hear in the discussion: wills and trusts. These two legal documents can rightly be described, correctly or otherwise, as the backbone of an estate plan.  But what’s the...
Big Medicare Advantage Insurers are Reducing Coverage in 2026 

Big Medicare Advantage Insurers are Reducing Coverage in 2026 

Football season is in full swing, the baseball playoffs are wrapping up, and the leaves are turning from green to gold. That can only mean one thing: Medicare open enrollment is here once again. The official window to begin or change your Medicare plan opened just a...
Families are Learning to Resolve Conflict Through Mediation 

Families are Learning to Resolve Conflict Through Mediation 

This week on the Blog, as we explore the topic of estate planning, we want to include an aspect of planning that is often overlooked: family dynamics. Our question: when family tensions run high, can professional mediation help reduce the temperature?  Within any...
Getting Solid Counsel: How to Select an Estate Planning Lawyer 

Getting Solid Counsel: How to Select an Estate Planning Lawyer 

If you want advice on how to choose a financial planner – a topic we’ve covered regularly here on the Blog, most recently just last week – there’s no shortage of recommendations. But if you’re looking for ideas on how to choose an estate planning lawyer, the amount of...