by Matthew Murillo | Aug 18, 2025 | Estate Planning
Most people assume probate—the court process for collecting, managing, and distributing a deceased person’s assets—is a private matter. It’s not. Because probate happens through the court system, most filings are public record. That means anyone—yes, even that nosy...
by Matthew Murillo | Aug 14, 2025 | Estate Planning
The course is pristine. You tee up, take a few practice swings, and breathe in the morning air. You’ve made this shot countless times—but golf has a way of humbling even the most seasoned players. The breeze shifts. The grass is damp. That familiar sand trap still...
by Matthew Murillo | Jul 24, 2025 | Estate Planning
Farming isn’t just a business—it’s a way of life. For many families, the land they work is deeply personal, often passed down through generations as both a legacy and a livelihood. But here’s the hard truth: without a solid estate plan, that legacy can unravel fast....
by Matthew Murillo | Jul 24, 2025 | Estate Planning
In agriculture, every season requires a plan. Miss one step, and the whole cycle suffers. Your life, business, and legacy deserve the same level of intentionality. Whether you’re running a multi-generational farm or managing a portfolio of family-owned assets,...
by Matthew Murillo | Jun 26, 2025 | Estate Planning
For couples in second or later marriages—especially where one spouse brings significantly more wealth into the relationship—estate planning can be, well, delicate. You want to protect your assets, preserve harmony, and avoid triggering unnecessary taxes. The Lifetime...