The Legacy You Want. The Advice You Need.
Information That Matters
Dipping your toes into the world of estate planning for the first time? We’re here to answer any and all questions you might have, from “What’s a trust?” to “How do I make sure Aunt Susan gets my kids if something happens to me?”
Resources
Estate Planning in Times of Change: Part 1 of 2
With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rates in flux, you may be wondering how to protect your assets in the face of uncertainty. Read more…
Lessons from Tony Bennett's Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind a musical legacy spanning over seven decades and, unfortunately, a family dispute now playing out in court. Read more…
Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
While passing down family recipes and gathering around the Thanksgiving table are cherished traditions, these moments also present a perfect opportunity to discuss, preserve, and protect your family's broader legacy. Here’s how. Read more…
The Hidden Truth About Settling a Loved One’s Estate
Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches that come with the role. Learn what's really involved in administering someone's estate and how proper planning can save your loved ones from unnecessary stress and conflict.
A Comprehensive Guide to Disaster Preparedness
In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a luxury but a necessity Read more…
Shelley Duvall and What We Can All Learn From Her Death
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans, her passing reveals some important lessons about estate planning that everyone can learn from.
6 Common Mistakes Families Make When Choosing an estate planning attorney
We know you want to check ‘estate planning’ off your to-do list. But before you invest time and money into lawyers—or DIY solutions—there are a few things we think you should know.
Wear Clean Underwear
We get it: when you’re mired in the day-to-day of soccer games, math tests, and endless laundry, estate planning is the last thing on your mind. But it’s also the greatest gift you can give your children—and it’s not as complicated as you think. Written by Amber’s mentor, Ali Katz, this book gives you the lowdown on how to pass on what matters most.
Kids Protection Plan Guide
Ask yourself these two simple questions:
If something happened to you, what would happen to your kids?
Would your loved ones be able to access your protected money immediately to pay your kids’ expenses?
If you don’t know the answer to both of these questions, we’ve got your back. This guide goes over common planning mistakes and explains how to make sure your kids are raised the way you want.
The Legacy You Want. The Advice You Need.
Visit our YouTube channel for FAQs and more insightful videos about how to protect your family and your business.
My background
I’ve seen first-hand in my own family what happens if you don’t do any estate planning—and what a relief it is when you have all your ducks in a row. As an attorney specialized in estate planning, I work closely with my clients to ensure their families are provided for. But it goes deeper than that: by asking thoughtful (and sometimes tough) questions, I help you get clarity on the choices you’re making now and the way you’ll be remembered after you’re gone.
Get the how to finally finish your estate plan e-Book today!
Let’s face it - you have a problem. You know it’s important because it keeps popping into your mind at night. It’s one of the few things you haven’t solved. That’s right. It’s your estate plan!
I’m going to show you everything you need to know to create an incredible Estate Plan, once and for all. You can use this to do it yourself or to hire an attorney, it doesn’t matter. These are the essential steps that will set you free.