Estate Planning · November 03, 2025
When a medical crisis hits, your wishes shouldn’t be left to guesswork. Yet without the right health care documents, your loved ones may face confusion, delays, or decisions you’d never choose. Learn the three essential tools—your directive, HIPAA authorization, and living will—that ensure your voice is heard when you can’t speak for yourself.
Estate Planning · October 27, 2025
Most families work hard to build wealth, yet most lose it by the second or third generation. The real problem isn’t money—it’s missing systems, unclear guidance, and a lack of preparation for the next generation. Learn how mindset shifts, practical planning, and family education can keep your wealth protected for decades to come.
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 · 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 · 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.