Insights on Estate Planning and Beyond

Explore our blog for invaluable information on estate and financial planning — including updates on estate law, protecting your assets, and details about our estate planning workshops.

The Illusion of DIY Online Estate Planning: When "Convenient" Becomes Catastrophic

Don't let the siren song of online estate planning platforms lead your family into a legal nightmare; discover why true peace of mind comes from a professionally crafted plan that actually works when it matters most.

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Rod Yancy
July 21, 2025
July 10, 2023

I Just Signed My Estate Planning Documents… Now What?

Now that you’ve signed your estate plan, you may feel unsure of what you need to do next. Here's the essential guide to help you leave no stone unturned.

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Rod Yancy
June 12, 2023

5 Keys to Choosing the Right Estate Planning Attorney

How do you find the right estate planning attorney for you? Here are five key factors to consider when making this decision.

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Rod Yancy
May 22, 2023

What Really Happens If You Die Without a Will or a Trust?

Do you know what really happens if you "die intestate"? I'll tell you the harsh, but avoidable, reality of dying without a proper plan.

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Rod Yancy
May 22, 2023

How to Create an Estate Plan to Last Generations

Learn what you can do today to create a plan using a little known system that could reduce generational exposure to unnecessary taxes, court costs, attorney fees, and other pitfalls that, without a good plan, your family may fall into.

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