Your Attorney Retired Now What

Your Estate Planning Attorney Retired – Now What?

For many individuals and families, an estate planning attorney is someone you have worked with for years, sometimes decades. When you learn that your attorney has retired or closed their practice, it can feel unsettling. You may be wondering: Who has my documents? Is my plan still valid? Do I need to start over? The…

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FinCEN Releases Corporate Transparency Act 2025 Update

FinCEN Releases Corporate Transparency Act 2025 Update

Recently, the Financial Crimes Enforcement Network (FinCEN) adopted a significant piece of legislation called the Corporate Transparency Act (CTA). This important rule has flown under the radar for many, but it is essential to take note of, especially if you are thinking of including a trust as part of your estate plan or if you…

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Understanding the Corporate Transparency Act What You Need to Know as a Trustee of a Trust

Corporate Transparency Act: Key Insights for Trust Trustees

BREAKING NEWS: 12/3/24: Today a Federal Court in Texas ruled that the reporting requirements under FINCEN are unconstitutional. An Alabama federal court issued a similar ruling earlier this year and the federal government determined it applied to the plaintiffs of that case only, but the Texas case appears to apply to everyone, nationwide. Stay tuned……

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Create a Great Funeral

Why Planning a Funeral Is So Important

While the topic of death is often avoided, Create a Great Funeral Day provides an opportunity to reframe how we view funerals—not as somber, obligatory ceremonies but as meaningful celebrations of life. Understanding the history and purpose of this day reveals how it has evolved to address deep cultural needs and taboos surrounding death and…

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