Lake Water Advisory

07/01/2026

This piece explains how well-intentioned parents often try to be “fair” in estate planning by treating children equally, but equal treatment can sometimes create conflict or harmful outcomes when children have different circumstances.

As a former estate planning attorney, one of the most common estate planning mistakes I saw is well-intentioned parents wanting to be "fair" or "equal" to their children above all else. They often would see this as a way to avoid conflict, and make decisions that appear balanced.

05/26/2026

529 plans offer more flexibility than many families realize and this article explains why that matters.

529 plans offer more flexibility than many families realize and this article explains why that matters.

04/10/2026

04/10/2026

Many assets bypass your will entirely. This piece breaks down who actually controls probate vs. non-probate assets and why outdated beneficiaries can override your intended estate plan.

Many assets bypass your will entirely. This piece breaks down who actually controls probate vs. non-probate assets — and why outdated beneficiaries can override your intended estate plan.

03/26/2026

In this article, I highlight five key insights a financial advisor can uncover from a tax return, often leading to valuable planning opportunities.

In this article, I highlight five key insights a financial advisor can uncover from a tax return, often leading to valuable planning opportunities.