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 · April 10, 2023
Ensure your pet's future is well-protected by going beyond a simple provision in your will. Discover effective alternatives such as establishing a pet trust or designating a reliable caregiver. These proactive steps will safeguard your pet's care, comfort, and happiness. Don't rely on chance alone—take action to secure their future today and provide them with the love and support they deserve. Learn more...