Skip to main content


Estate Planning for the Modern Family


January 17, 2024

Read Time

less than 1 minute


We are in a period of evolution of the definition of “family.” As planners, we need to be thoughtful about understanding our implicit biases and creating an environment of open communication with clients about their families. In this article originally published in The Practical Lawyer magazine, Steven Kriz and Lauren Wolven discuss the legal and societal issues facing the LGBTQ community, the terminology to use when advising LGBTQ individuals and families, and ideas for preventing, resolving, and planning in anticipation of problems.

Read the full article.

Filed under: Trusts & Estates

June 05, 2024

Countdown to 2025: How to Prepare for Sunsetting TCJA Provisions

Read More

February 14, 2024

Planning for Polyamorous Clients—Not Just as Seen

Read More