Warm Holiday Wishes from Our Family to Yours
December 23, 2025
As the year comes to a close, I wanted to pause for a moment and personally thank you for being part of my world this past year. Your trust, support,
We've created a Free 360 Legal Assessment to help you learn more about your areas of vulnerability.
Our lawyers help you build, grow, and protect your legacy for your loved ones. We work with you to understand your unique business and family situation to develop a plan and structure to protect what you’ve worked so hard to build. To find out more about how you can start on this important planning, schedule a 15-Min FREE Consultation today.
We love serving our clients! We’re so thankful for our clients that express their thanks to us online.
Project Based Pricing
Our simplified project based pricing provides our clients with clarity on costs.
We Speak Your Language
We use straightforward terms, making legal matters clear, concise and legally sound.
Virtual & Nationwide
We serve clients nationwide from the comfort of their home or office.
As the year comes to a close, I wanted to pause for a moment and personally thank you for being part of my world this past year. Your trust, support,
Many affluent families believe their estate plan is complete the moment their trust is signed. In reality, an unfunded trust offers little to no protection and can expose families to probate, taxes, court involvement, and costly disputes. This article explains why trust funding is the critical — and often overlooked — second step of estate planning, and why skipping it can render even the most sophisticated trust ineffective.
When a business partner dies without proper estate planning, their lack of organization can become your legal and financial crisis. Many successful business owners protect their personal estates with trusts, tax planning, and probate-avoidance strategies—yet never stop to consider whether their business partner has done the same. And when a partner’s outdated will, unfunded trust, or complete lack of planning collides with your carefully structured legacy, the result can be devastating: frozen shares, probate delays, hostile heirs, operational disruption, valuation disputes, and costly litigation that can drag on for months or even years.
Proper plans for the future include preparing for unexpected, but also preparing and planning for your business for your exit. Smart business strategy for today’s business decisions, growth, and development processes starts by considering your legacy and business after you leave.
