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Insights

Money, family and future: The summer money conversation you’ve been putting off
July 21, 2026
Read time: 4 minutes As calendars slow and families spend more time together on vacation or at gatherings,...
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7 common estate planning mistakes to avoid
May 27, 2026
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Trust and estate services: How the right structure can help preserve more for your heirs
December 19, 2025
For many of us, building wealth is one of life’s major goals. It can mean financial security, the freedom...
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A road map to successful implementation of a spousal lifetime access trust (SLAT)
November 12, 2024
Read Time: 3 minutes Want to leave more for your kids and less to the government? Gift and...
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Benefits of a Directed Trustee vs. a Corporate Trustee
September 12, 2024
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Five Reasons to Use a Corporate Fiduciary
September 8, 2024
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
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Choosing a Guardian and Trustee
August 30, 2024
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts
August 10, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Jake Kern , managing director...
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Creating Your Estate Plan

Creating Your Estate Plan
May 25, 2023
While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can...
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Picking the Right Trustee 

Picking the Right Trustee 
May 18, 2023
Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s...
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Trusts Offering a Silver Lining in a High Interest Rate Climate

Trusts Offering a Silver Lining in a High Interest Rate Climate
August 2, 2022
Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...
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The Essential Estate Planning Documents

The Essential Estate Planning Documents
July 26, 2021
Estate planning is the process of organizing one’s personal and financial affairs to ensure that your wishes for your...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
#177

You’re ready for the unexpected

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August 27, 2026
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