St Patrick’s Day Traditions Heritage and the Legacies We Carry Forward St Patrick’s Day has always been more than a date on the calendar in my family. Growing up in an Irish Midwestern household, it was a day filled with traditions that started early and were never optional. March in the Midwest was often freezing…
Planning Ahead for a Mental Health Crisis: A New Tool for California Families Imagine your loved one is having a mental health crisis. They’re scared, confused, and unable to explain what they need. Doctors and first responders want to help—but no one knows which medications have worked before, which treatments they don’t want, or who…
When Should a Child Get Full Access to Their Inheritance? Balancing Maturity, Milestones, and Meaning in Your Estate Plan One of the most important—and most personal—decisions you’ll make when setting up a trust for your children is deciding when they should receive full access to the assets. While age benchmarks are common, many families today are also…
Are You REAL ID Ready? Make Sure You’re Cleared for Takeoff Before May 7, 2025 Planning a trip in 2025? There’s an important travel update you need to know: starting May 7, 2025, most travelers aged 18 and older will need a REAL ID-compliant driver’s license or ID to board domestic flights and enter certain…
No-Contest Clauses in California: What Tony Hsieh’s Will Teaches Us About Protecting Your Wishes When Zappos co-founder Tony Hsieh passed away in 2020, it was widely believed he didn’t leave behind a will. But a recently discovered document shows that not only did he have a plan—he had some strong opinions about how that plan…
