Estate Planning · August 20, 2025

Here are a few things women should know about estate planning and how it can help protect the financial security of loved ones. Things like making less in their careers and having less in savings due to pay discrepancies and time taken out of the workforce to raise their families, estate planning is an even more important task.

Estate Planning · August 15, 2025

Inheriting a home comes with more than memories. From security risks and maintenance issues to insurance complications, managing an inherited property can quickly become overwhelming. Without planning, families may face unexpected costs and conflicts during an already difficult time. This article shows what to expect and how proactive Life & Legacy Planning® helps protect both the property and your loved ones. Read more.

Estate Planning · August 08, 2025

A $17B fortune. Over 100 heirs. One bold estate plan. Telegram founder Pavel Durov’s story reveals why even the most “equal” inheritance can unravel without legal clarity. Whether your family is large or small, the right plan prevents conflict, protects your values, and keeps your wishes intact. Read more to see how thoughtful planning works in the real world.

Estate Planning · August 01, 2025

As a parent or grandparent, nothing is more important than securing a bright future for our children. We all dream of giving them the best education possible, but with rising tuition costs, that dream can feel increasingly out of reach. Navigating the maze of education funding options can be daunting. Without the right strategy, many families find themselves unprepared, potentially putting their child’s educational dreams on hold. It’s not just about saving; it’s about making smart, informed dec

Estate Planning · July 23, 2025

Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes. When your medical wishes aren’t clearly documented, loved ones may face impossible decisions, and hospitals may act before you’re truly gone. This article explores how Life & Legacy Planning® protects your voice, your body, and your family when it matters most. Read more…

Estate Planning · July 16, 2025

It's sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that between 100,00 to 500,000 pets are placed in shelters each year for this reason, and many of these animals are ultimately euthanized. In light of this cold reality, if you're a pet owner, the best way to avoid this tragic event is to use estate planning to ensure your pets receive the best care when you're no longer able to care for them yourself.

Estate Planning · March 31, 2025

Navigating the end of a relationship, whether through breakup, divorce, or death, is a reality we often shy away from. Yet, it's essential to plan for these eventualities to protect ourselves, our partners, and our assets. The intersection of love and law is complex, involving critical areas such as property ownership, healthcare decisions, guardianship for children, and business interests. Without proper planning, you risk leaving your loved ones vulnerable to legal and financial difficulties.

Estate Planning · September 16, 2024

When Matthew Perry passed away, the iconic actor left behind a curious financial puzzle—despite earning millions, only a fraction of his wealth was immediately apparent. This serves as a pivotal lesson on the power of advanced estate planning, specifically the strategic use of trusts. Delve into the complexities of Perry's estate strategy and uncover how properly structured trusts not only preserve wealth but also maintain privacy, avoid costly probate, and ensure your legacy is managed accordin

Estate Planning · August 23, 2024

Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” which is money that’s yours but has been handed over to the government without your knowledge. And it happens more often than you may think. Read more…

Estate Planning · August 16, 2024

Imagine this: You're in your twenties and you fill out a form at work, naming your significant other as the beneficiary of your retirement account. Fast forward 28 years - you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg. Sound far-fetched? It's not. Read more…