Your family deserves more than just legal documents. Discover how Life & Legacy Planning helps you leave emotional clarity, lasting love, and meaningful guidance—not just assets—after you're gone.
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.
The massive, so-called "One Big Beautiful Bill" (“OBBB”), which became law on July 4th, brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family.
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.
Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes.
Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but relaxing for his family. Despite having legal documents in place, the plan has created a nightmare for his family.
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.
When crafting an estate plan, it's easy to focus on significant assets like homes and investments. Still, personal property—everything from jewelry to furniture—can be just as important, often carrying significant emotional value. Properly planning the distribution of these items can prevent family disputes and ensure that your wishes are respected.
Don’t leave your loved ones scrambling in a crisis—learn why a “When I Die” file is a must-have for your estate plan. Discover what to include, how to organize it, and how this simple step can save your family time, money, and heartache after your death or incapacity.
