Estate Administration After Loss: A Practical Guide
Navigating estate administration during grief is challenging. This guide outlines the essential steps and common pitfalls to avoid.
May 29, 2026
Read
Practice Area
Estate Planning
Everything that goes into protecting your family and your wishes, from the will or trust itself to the people and steps that carry it out. Read our thinking below, then go deeper with state-specific guidance for Virginia, Colorado, and Washington.
Our Thinking
Estate Planning Insights
Medicaid Planning: Protecting Assets While Qualifying for Care
Strategic Medicaid planning can help preserve family assets while ensuring eligibility for long-term care benefits. Learn about legal planning strategies.
May 29, 2026
Read
Estate Planning Essentials: Beyond the Basic Will
A will alone represents only the beginning of meaningful estate planning. This comprehensive guide covers trusts, beneficiary designations, tax planning, incapacity planning, and the coordination strategies that distinguish comprehensive planning from mere document preparation.
May 25, 2026
Read
Post-Tax-Day Estate Plan Review: Five Things to Update Before Year-End
Your tax return surfaces information your estate plan rarely catches on its own. The weeks after Tax Day are the right time to reconcile both.
April 28, 2026
Read
Revocable Living Trusts: Strategic Estate Planning for Modern Families
Learn when revocable living trusts provide valuable benefits and when simpler estate planning tools may be more appropriate for your family's needs.
March 3, 2026
Read
Powers of Attorney: Understanding Your Options and Their Limits
Navigate the complexities of financial and healthcare powers of attorney with this comprehensive guide to selecting agents, understanding limits, and protecting your interests.
March 3, 2026
Read
Special Needs Planning: Protecting Benefits While Building Financial Security
A comprehensive guide to preserving government benefits for disabled family members while creating long-term financial security through special needs trusts and strategic planning.
March 3, 2026
Read
Digital Estate Planning: Protecting Your Online Life After Death
Your digital life — from financial accounts to social media profiles to cryptocurrency wallets — requires its own estate plan. Without one, your family faces locked accounts, lost assets, and irreversible deadlines.
March 1, 2026
Read
Succession Planning for Family Businesses: Beyond the Will
Only 30 percent of family businesses survive the transition to the second generation. The difference between the ones that endure and the ones that don't is almost always planning — not talent, not market conditions, not luck.
February 5, 2026
Read
Powers of Attorney: The Most Important Documents You Probably Don't Have
A power of attorney is the legal instrument that keeps your financial and medical affairs functioning if you cannot manage them yourself. Without one, your family faces court proceedings, delays, and decisions made by strangers.
January 28, 2026
Read
Asset Protection Strategies for Business Owners: Building Financial Security
Discover proven legal structures and strategies to protect business assets from creditors, lawsuits, and unexpected financial risks while maintaining operational flexibility.
January 25, 2026
Read
Charitable Remainder Trusts: Strategic Tax Planning for High-Net-Worth Philanthropy
Charitable remainder trusts offer wealthy individuals a powerful way to generate income, reduce taxes, and support charitable causes while preserving wealth for heirs.
January 25, 2026
Read
Understanding Revocable Living Trusts: When They Help and When They Do Not
Revocable living trusts offer estate planning benefits like probate avoidance and privacy, but they aren't right for everyone. Learn when trusts help and when simpler alternatives may be better.
January 25, 2026
Read
Trust Administration: What Trustees Need to Know
Serving as trustee is a significant legal responsibility with fiduciary duties that many trustees underestimate. This comprehensive guide covers loyalty, prudence, impartiality, communication duties, and the practical aspects of trust administration that distinguish competent service from potential liability.
January 7, 2026
Read
Planning for Aging Parents: A Practical Guide
Conversations about the future are never easy. But proactive planning protects your parents wishes, their assets, and your family peace of mind.
January 3, 2026
Read
Understanding Probate: What Families Need to Know
When a family member dies, surviving relatives often face an unfamiliar probate process. This comprehensive guide explains what probate does, the typical timeline from filing to distribution, associated costs, and how families can navigate the process effectively.
December 12, 2025
Read
What Happens If You Die Without a Will in Virginia, Washington, or Colorado
When someone dies without a will, state intestacy laws determine who inherits. The results are often surprising, and they rarely match what the deceased would have chosen.
November 5, 2025
Read
Planning for Long-Term Care: What Families Should Know
Long-term care planning requires strategic thinking about healthcare needs, financial resources, and family dynamics. Early planning creates options that disappear when families wait until a crisis emerges.
October 28, 2025
Read
Why Every Adult Needs an Estate Plan
It's not just for the wealthy. Here's why having basic estate documents matters at every stage of life.
October 18, 2025
Read
Blended Families and Estate Planning: Avoiding Unintended Consequences
Blended families face unique estate planning challenges that standard documents often fail to address. Without deliberate planning, state default rules can produce outcomes no family member would have chosen.
September 3, 2025
Read
Explore other practice areas