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 Life insurance and outdated documents aren’t enough.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 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 · March 10, 2025
🏳️🌈 Protect What Matters Most 🏳️🌈
In uncertain times, same-sex couples face unique challenges in safeguarding their rights and assets. Estate planning isn’t just about paperwork—it’s about ensuring your relationship, property, and family remain protected no matter what the future holds. Discover key strategies to secure your legacy, protect your partner, and avoid legal pitfalls. Don’t leave your future to chance—plan with confidence today.
Estate Planning · February 24, 2025
Shannen Doherty's last-minute divorce highlights a crucial lesson in estate planning during life’s transitions. Her strategic timing likely saved her estate millions and spared her family from potential legal battles. This article delves into the importance of timely updates to your estate plan during a divorce. Learn how proactive planning can protect your assets and prevent unwanted disputes, ensuring your wishes are honored without burdening your loved ones.
Estate Planning · February 10, 2025
Being an estate executor is far more demanding than most people expect. From covering funeral costs out of pocket to handling endless paperwork and navigating family conflicts, the role can be overwhelming. Without a solid estate plan, your executor could face unnecessary stress, delays, and expenses. Learn how a Life & Legacy Plan can simplify the process and protect your loved ones. Click to uncover key steps to make estate administration easier.