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 Life insurance and outdated documents aren’t enough.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.
Estate Planning · May 05, 2025
Estate planning might not be the first thing that comes to mind for Mother’s Day—but it could be the most powerful gift a mom can give. In this heartfelt blog article, discover how mothers are using wills, trusts, and legacy interviews to protect their children and pass down more than just wealth. From guardian designations to values-based planning, explore how thoughtful legal steps become a lasting act of love.
Estate Planning · April 21, 2025
Could a missing hard drive cost your loved ones millions?
Just ask the man who lost access to $700 million in Bitcoin. His cautionary tale highlights a critical truth: if you don’t track your assets—including digital ones—your family may never find them. From forgotten retirement accounts to inaccessible crypto wallets, billions are lost every year due to poor asset organization. In this article, discover why an up-to-date asset inventory is one of the most powerful (and overlooked) tools in you
Estate Planning · April 14, 2025
Created a trust? That’s just the beginning. Many families discover too late that their trust no longer reflects their wishes—or worse, doesn’t work at all. Life changes, laws change, and your trust needs to keep up. In this blog article, learn how regularly reviewing your estate plan protects your loved ones, avoids probate, and ensures your legacy stays intact. Discover when to review your trust, what’s at stake, and how to make sure your plan works when it matters most.
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 · March 17, 2025
If something happened to you on vacation, would your kids be safe? Without a Kids Protection Plan®, your children could end up in the care of strangers or social services during an emergency. A Kids Protection Plan® provides legal documents, emergency instructions, and trusted guardian designations to ensure your children are protected no matter what happens. Don’t leave their safety to chance—learn how to create a Kids Protection Plan® before your next trip for total peace of mind.
Estate Planning · April 19, 2024
Receiving a tax refund feels like a windfall, and it’s tempting to splurge. However, investing it in estate planning could be the wisest decision you make. Estate planning is not just for the wealthy; it’s a crucial step for anyone to ensure their finances and belongings are managed according to their wishes if they're gone or incapacitated. It’s about safeguarding your loved ones from the complexities of legal processes and ensuring they’re cared for in your absence.
Estate Planning · April 12, 2024
As digital currencies reshape our financial landscape, it's vital for parents to guide their teens in navigating the volatile world of cryptocurrency. This guide helps you understand the essentials of crypto, from blockchain technology to crypto wallets, and stresses the importance of parental oversight through custodial accounts. Learn the risks of crypto investments and best practices for safe trading to ensure your teen makes informed decisions.