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 parents and grandparents, we all want to secure a bright future for our children. Giving them the best education is the dream, but rising tuition costs can make it feel out of reach. With numerous funding options, families often feel unprepared, which can risk compromising their child’s educational goals. The key isn’t just saving, but creating a smart, informed strategy that protects dreams and makes higher education attainable. Read more.

Estate Planning · March 20, 2019

Sending your children off to college can be expensive, and financial aid plays a big role. If planned strategically, you can help save funds for college without increasing your expected family contribution or reducing your child’s financial aid eligibility. Here are some common assets that can affect your child’s financial aid eligibility, that you might not have considered.