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 · August 20, 2025

Here are a few things women should know about estate planning and how it can help protect the financial security of loved ones. Things like making less in their careers and having less in savings due to pay discrepancies and time taken out of the workforce to raise their families, estate planning is an even more important task.

Estate Planning · March 29, 2024

Crafting your own Will or Trust might feel empowering, yet it's fraught with risks that could leave your family facing legal battles and financial strain. The allure of DIY legal services masks the complexity and nuances of estate planning. A real-life story shows how easy it is to inadvertently disinherit loved ones or tie them up in legal knots, turning a well-intentioned effort into an expensive and emotional nightmare. It's a stark reminder that what we leave behind should be a legacy, not a

Estate Planning · March 11, 2024

If you are a single parent, life for you right now probably couldn't get any busier. You are likely being pulled between work, school activities, and home - and the inevitable emergencies that fill the lives of single parents everywhere. It's a huge responsibility, even if you do share time with a parenting partner, and especially so if you don't. Regardless, as a single parent, your children's lives are now largely in your hands, and the best way to protect them is through estate planning.

Estate Planning · March 01, 2024

It's easy to prioritize other business matters over estate planning when you're running a business. But, in reality, one of your most pressing responsibilities is to consider what would happen to your business if you became incapacitated or died. Although estate planning and business planning may be two distinct tasks, they're inevitably linked. And, because your company is likely your family's most valuable asset, estate planning is critical not only for your company, but also for your family.

Estate Planning · December 11, 2023

Got Unused 529 College Savings? Big Changes Are Coming in 2024! Imagine converting your stagnant education savings into a flourishing retirement fund. Starting in 2024, you can roll over up to $35,000 from a 529 plan into a Roth IRA, without the burden of taxes or penalties. This means more control over your financial future and a savvy way to boost your retirement savings. Plus, learn how this act benefits grandparent-owned 529 accounts in a way never seen before, potentially enhancing your eli

Estate Planning · November 27, 2023

In a blended family, navigating retirement benefits can be a maze of confusion and worry. You might be troubled by how ERISA laws could unexpectedly limit your children's inheritance from your retirement funds, disregarding your true wishes. But equally important is the lawful right of your spouse to a share of these benefits. This mix can lead to painful misunderstandings and unintended consequences. Here's our guide to bringing clarity to this complex issue.

Estate Planning · November 17, 2023

Feeling uncertain about how to ensure your child's future is protected can be a common concern for many parents. Imagine a world where you have complete peace of mind, knowing that your children will always be cared for by those you trust the most, both emotionally and legally. Dive into our latest blog to empower you with the knowledge and tools to bridge the gap between heartfelt tradition and essential legal planning. Transform your concern into confidence, ensuring your children’s well-being

Estate Planning · November 13, 2023

The holiday season brings families together, presenting a unique opportunity to discuss important topics like inheritance, end-of-life decisions, and estate planning. However, broaching these subjects can be tricky, especially amidst festive activities. Our latest blog post, "How to Talk Money With Your Family Over The Holidays," offers valuable insights and practical tips to navigate these conversations with sensitivity and success. Here's how to prepare your family for a meaningful discussion.