Every year, billions of dollars quietly sit with state governments, unclaimed and forgotten. Learn how proper estate planning keeps what you own from getting lost. Read more…

Probate can delay access to money, property, and answers when families need them most. Read more...

You've spent a lifetime collecting memories, treasures, and possessions, but without proper planning, these items could become an overwhelming burden for your loved ones. Read more...

Choosing between a will and a trust can shape your family’s future. Learn what to consider so your plan truly works. Read more...

You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A simple family mission statement can dramatically increase the odds that your wealth and your relationships stay intact for generations. Read more...

The SECURE Act 2.0 reshaped retirement planning. Learn how these changes impact your loved ones and why proper planning matters now. Read more...

Popular social media influencer Michael Duarte's sudden death at 39 reminds us that tragedy strikes without warning, making financial preparation essential for protecting the people we love most. Read more...

Caring for aging parents alongside siblings can strain even the closest family relationships. Learn why these tensions arise and how proper planning now can prevent conflict when your own children face these decisions. Read more...

Think your family's White Elephant gift exchange gets competitive? Wait until there's no estate plan and they're fighting over Dad's classic car instead of a singing fish. Learn why your legacy shouldn't be left to chance (or family politics)...

The holidays are the perfect time to talk about death, money, and legacy, not with fear, but with love. Read more…

It’s heartbreaking when one spouse is eager to protect the family through estate planning and the other resists. Here’s what to do when your partner isn’t on board. Read more...

Veterans Day reminds us to honor those who've served our country, but it also highlights why military families need specialized estate planning that addresses their unique circumstances and benefits. Read more...

Building generational wealth isn't just about smart investments. It requires a fundamental shift in how you think about inheritance, educate your children about money, and plan for the long term. Read more...

Unmarried couples face unique risks when it comes to estate planning. Having the right estate plan can ensure your partner is cared for, no matter what. Read more...

Estate Planning Awareness Week is here. Learn why thoughtful, well-designed estate planning is the greatest gift you can give your loved ones. Read more...

If you don’t work with the right lawyer, your loved ones could face years of stress, conflict and unnecessary expense. But you can avoid putting them through this. Here’s how to find the right legal support. Read more...

One reason estate plans fail is because they start with a transactional initial consultation. A Life & Legacy Planning Session transforms the process of estate planning into meaning and value for you and all the people you love. Read more...

LGBTQIA+ History Month is a time to honor resilience and protect the future. Learn how Life & Legacy Planning safeguards your chosen family. Read more...

More adults are aging alone, and even with family nearby, aging brings challenges most people don’t see coming. Learn how a Life & Legacy Plan ensures you are cared for with dignity and your wishes are honored. Read more...

Losing someone you love reshapes your world in ways you may never expect. But you can make it easier on the people you love most. Read more...