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 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.
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.
Cheap estate plans often fail when families need them most. Learn why “bargain” estate planning can cost your loved ones far more in the long run, and how a comprehensive Life & Legacy Plan ensures true protection, peace of mind, and lasting impact.
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.
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.
Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes.
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.