by Ruby Steinbrecher | Jun 6, 2025 | Estate Planning, Tips
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their marriages are rolled back. You’ve worked hard to build a life together, and the last thing you need is uncertainty about whether your...
by Ruby Steinbrecher | May 23, 2025 | Estate Planning, Tips, Trusts
You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes are known and honored, and you do not want to leave behind a...
by Ruby Steinbrecher | May 9, 2025 | Estate Planning, Finance
Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news when headlines about a bank failure catch your eye. Your...
by Ruby Steinbrecher | Apr 11, 2025 | Estate Planning, Tips
When it comes to planning for your family’s future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing at all? These aren’t just academic questions – your choices today will impact your loved...
by Ruby Steinbrecher | Mar 28, 2025 | Estate Planning, Tips
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding how accounts are titled and who has access to them isn’t just about...
