The $1.5 Million Estate Planning Mistake You Can't Afford to Make
You think you've done everything right with your estate planning. Then tragedy strikes, and a simple paperwork error costs your children $1.5 million in taxes. Read more...
When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever
With inflation eating away at purchasing power and wages barely keeping pace, American workers are feeling the squeeze like never before. This Labor Day, discover why protecting what you've worked so hard to build has never been more important. Read more...
When Fame Can't Fix Family: What Hulk Hogan's Estate Teaches Us About Failed Planning
Fame and fortune couldn't protect wrestling legend Hulk Hogan's family from the heartbreak of estrangement and inheritance disputes. His story reveals why even celebrities need estate planning that goes beyond the documents. Read more...
Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning
You created your estate plan documents, thinking you did the right thing. But then your loved ones are left dealing with a time-consuming, expensive mess you left them. Why? Read more...
“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
When Anna Harp lost her father, she didn’t get to say goodbye—but she found a final note that changed everything. Read more…
Nobody Prepared Me for This! The Reality of Managing Inherited Real Estate
Inheriting a home comes with hidden responsibilities that can overwhelm grieving families. From security concerns to ongoing maintenance, learn what to expect and how proper planning can prevent costly surprises. Read more…
100 Heirs, $17 Billion, and 1 Big Estate Plan: What You Can Learn from a Tech Billionaire
What happens when one person has over 100 heirs? Whether you’re worth $17 billion or not, a thoughtful plan is essential to ensure your wealth—and your values—are passed on the way you intend. Read more…
The Life-or-Death Decisions Your Family Shouldn't Have to Make Alone
Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes. Read more…
The One Big Beautiful Bill: What It Means for Your Family's Financial Future
The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…
When Paradise Turns to Pain: Jimmy Buffett's Estate Battle
Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but relaxing for his family. Read more…
Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence
Independence Day reminds us that true freedom requires intentional planning and sacrifice. Just as the founders created a framework for lasting liberty, your Life & Legacy Plan creates lasting security for your loved ones. Read more…
A Texas Mail Carrier's Act of Love Shows Why Your Pets Need a Plan Too
When Ian Burke, a Texas mail carrier, rushed to adopt Floyd—a 70-pound dog whose owner had died—he saved one pet from an uncertain fate, but thousands of others aren't so lucky. Read more...
What Priscilla Presley's Lawsuit Reveals About the Prevalence of Elder Abuse
Priscilla Presley's $1 million fraud lawsuit reveals how financial predators systematically target older adults and why Life & Legacy Planning provides protection against elder financial abuse. Read more...
Heads Up! Major Tax Changes on the Horizon
The House recently passed comprehensive tax legislation that could reshape your financial landscape. Here’s what to know. Read more...
This Father’s Day Take Your Provision One Step Further
Father's Day reminds us that being a dad means more than providing for today—it's about securing your family's future. Read more...
Pride Month & Planning: Securing a Legacy That Lasts
Pride Month is a perfect time to consider the unique legal challenges LGBTQIA+ individuals, couples, and families face despite advances in equality. Here’s why. Read more...
The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Tony Hsieh's cautionary tale shows why proper estate planning with regular reviews is critical, regardless of your wealth or age. Read more...
Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
Memorial Day offers us more than a time for barbecues and retail sales—it's an opportunity to reflect on legacy and mortality. Read more...
Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
When you're a business owner, an easy or cheap estate plan can leave your business vulnerable. Learn why your business documents and estate plan must work together, and what can happen if they don’t. Read more...
A Mother's Legacy: Estate Planning as Your Greatest Expression of Love
This Mother's Day, consider a gift that truly lasts forever. Estate planning isn't just about legal documents—it's one of the most profound expressions of maternal love, allowing parents to extend their care, wisdom, and protection long after they're gone. Read more...