“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...
The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
The Death Tax Repeal Act of 2025 could dramatically change how wealth transfers between generations, potentially eliminating the estate tax entirely. Learn what this proposed legislation might mean for you. Read more...
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
Naming guardians in your will isn't enough to fully protect your children if something happens to you. Discover the 10 most common guardianship mistakes parents make and how a comprehensive Kids Protection Plan® can provide complete peace of mind. Read more…
The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
James Howells accidentally threw away a hard drive containing 8,000 Bitcoin (BTC) , now worth approximately $700 million, and his decade-long struggle to recover his fortune offers vital lessons for proper estate planning in our increasingly digital world. Read more…
Gene Hackman's Estate: A Wake-Up Call
Gene Hackman's $80 million fortune is in legal limbo after his wife died just days before he did, highlighting the estate planning crisis that countless families face, including possibly yours. Read more…