by James Losaria | Apr 27, 2026 | Estate Planning, Legacy, Tips
If you are in a blended family, you may believe the simplest estate plan is the fairest one: “I’ll leave everything to my spouse. They’ll take care of my kids.” That approach often works in a first and only marriage. If you and your spouse...
by James Losaria | Apr 14, 2026 | Estate Planning, Legacy, Tips
Every year, billions of dollars in unclaimed property sit with state governments—forgotten accounts, uncashed checks, and other assets waiting for their rightful owners to come forward. Most people don’t realize how common this is, or how easily it can happen....
by James Losaria | Mar 28, 2026 | Estate Planning, Legacy, Tips
Retirement accounts like 401(k)s and IRAs often represent the single largest category of wealth for American families. According to recent data, retirement funds in these accounts alone total roughly $21 trillion, and for many households, they compose over 34% of...
by James Losaria | Mar 6, 2026 | Estate Planning, Legacy, Tips
When someone calls an estate planning attorney asking for a “quick look” at their documents, the request usually sounds straightforward. Maybe the documents were created using an online service, and they want to “just be sure” the documents are sound....
by James Losaria | Jan 22, 2026 | Estate Planning, Trusts, Wills
You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A simple family mission statement, combined with a comprehensive estate plan can dramatically increase the odds that your...
