Estate Planning · September 08, 2025

A $1.5 million tax mistake devastated the Rowland family, proving that even wealthy families with documents in place can lose everything to a simple oversight. Estate planning isn’t just about having a will or trust, it’s about ensuring your plan actually works when your family needs it most. This article reveals how small errors can trigger massive losses and how Life & Legacy Planning® helps protect your legacy. Read more…

Estate Planning · September 01, 2025

Labor Day honors your hard work and, this year, how far every dollar must stretch. With prices up and benefits shifting, you can’t afford probate delays, court fees, or confusion. This piece shows how Life & Legacy Planning helps working families protect assets, avoid costly hold-ups, and ensure minor children and caregivers have immediate support when it matters most. Give your labor a lasting impact. Read more.

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 · January 27, 2025

Placing your home in a trust is a smart estate planning move, but did you know failing to update your homeowner’s insurance could lead to denied claims? A mismatch between your trust and policy can leave you paying out of pocket for major damage. Learn how to align your trust with your insurance to fully protect your home and loved ones. Click to discover simple steps to avoid costly mistakes and secure your most valuable asset.