How to Keep Wealth in Your Family for Generations
Learn how to keep wealth in your family for generations. Discover the mindset, legal strategies, and education your family needs to preserve both financial and emotional legacy for years to come.
Protecting the Life You and Your Partner Have Built Together
Unmarried couples don’t have automatic legal rights to each other’s property, finances, or medical decisions. Learn how to protect your partner and the life you’ve built together with the right legal documents and proactive planning.
3 Common Misconceptions About Estate Planning
Estate planning isn’t just for the wealthy—or about paperwork. Discover the truth behind three common estate planning misconceptions and learn how a Life & Legacy Plan can truly protect your loved ones and preserve your values.
Could An IRA Trust Benefit Your Family?
Could an IRA Trust protect your retirement savings for future generations? Learn how an IRA Trust can shield assets from creditors, prevent misuse, minimize taxes, and ensure your loved ones inherit your wealth responsibly.
How to Protect Your Family from Legal Chaos After You’re Gone
When someone you love passes away, grief is hard enough—don’t leave your family to face legal chaos alone. Learn how proper estate planning and a trusted advisor can prevent court battles, confusion, and financial loss, giving your loved ones peace of mind when they need it most.
The Key to Aging With Confidence
More adults are aging alone, and even with family nearby, aging brings challenges most people don’t see coming. Discover how our process helps you age with confidence, protect your assets, and ensure your wishes are honored for years to come.
The Daily Impact of Grief and the Importance of Planning Ahead
Grief reshapes daily life in profound ways, but planning ahead can ease the burden on loved ones. Learn how Life & Legacy Planning® helps protect your family from confusion, conflict, and court during life’s most difficult times.
Year-End Options for Giving to Charity
The desire to make a difference doesn't end with our death. For many people, incorporating charitable giving into their estate plans allows them to support causes they care about while creating a lasting legacy.
How to Preserve Your Family Stories and Legacy
Preserve more than wealth—preserve your family’s legacy. Discover how to incorporate storytelling, traditions, and values into your estate plan, so your children inherit not only assets but also wisdom and love.