Estate Planning · July 11, 2025
The “One Big Beautiful Bill” brings sweeping changes to taxes, healthcare, and estate planning. From tip income deductions and child tax credits to new estate tax rules and Medicaid mandates, nearly every family is affected. Most benefits are temporary, many are complex, and all require proactive planning to protect your wealth, care access, and legacy. Don’t wait for the rules to shift again. Learn what’s at stake and how to prepare. Learn more...
Estate Planning · July 04, 2025
Jimmy Buffett built an empire around the laid-back “Margaritaville” lifestyle, but his $275 million estate has become anything but relaxing for his family. Despite having a will and trust, his plan ignited a costly family conflict. Discover the missing piece that legal documents alone can’t solve — and how Life & Legacy Planning helps prevent misunderstanding, protect relationships, and preserve peace.
Estate Planning · June 27, 2025
This Independence Day, reflect on what it means to truly protect the people you love. Just as our founders created a lasting framework for freedom, your Life & Legacy Plan provides the structure your family needs to face the future with clarity and peace of mind. Discover how thoughtful planning honors your values and protects your loved ones now and for generations to come.
Estate Planning · June 20, 2025
What happens to your pet if something happens to you?
Millions of animals end up in shelters each year because their owners failed to plan. Floyd, a dog saved by a Texas mail carrier, was one of the lucky few. Discover why pet planning is an essential part of modern estate planning, and how Life & Legacy Planning® ensures your beloved companions are never left behind.
Estate Planning · June 13, 2025
Priscilla Presley’s $1 million fraud lawsuit reveals how financial predators systematically target older adults and why Life & Legacy Planning provides protection against elder financial abuse. Learn the warning signs, the common tactics abusers use, and how the right legal plan can shield your family from similar risks. Read more.
Estate Planning · June 06, 2025
Being a father means planning for more than today. This Father's Day, I invite you to consider a deeper legacy—one that protects your loved ones with clarity and care. Life insurance and outdated documents aren’t enough. True protection comes from a Life & Legacy Plan® that works when your family needs it most. Read more.
Estate Planning · May 30, 2025
Pride Month is more than a celebration—it’s a call to action. LGBTQIA+ individuals and families still face legal risks that can jeopardize healthcare decisions, inheritance, and family rights. Discover why traditional estate planning may not be enough, and how Life & Legacy Planning® offers the protection you deserve. Secure your future and loved ones—starting now. Read more.
Estate Planning · May 23, 2025
When your estate plan is built around documents instead of people, it can fall apart—just like it did for Zappos CEO Tony Hsieh. His story reveals how missing wills, poor planning, and lack of legal guidance can cost families millions. This article unpacks the estate mistakes even the wealthy make and how a Life & Legacy Plan ensures your wishes are honored and your loved ones are protected.
Business · March 09, 2023
Want to safeguard your personal assets from business risks? Learn how to form an LLC with our concise guide. Discover the benefits of an LLC: separation of personal and business finances, reduced personal liability, and management flexibility. Follow our expert advice to select the right state, draft an operating agreement, and register your LLC. Don't leave your assets exposed; take charge with an LLC today! Read more...
Business · January 26, 2023
Many challenges may arise both during startup and after you've established your business. You have to safeguard assets and cut your losses as much as possible because of the possibility of legal action or bankruptcy. And yet, how would you handle them? In this article, I'll go through four essential asset protection vehicles you may use to safeguard your personal finances while you establish and grow your company. Learn more.