
The One Big Beautiful Bill: What It Means for Your Family’s Financial Future
The massive "One Big Beautiful Bill" that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family…

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…

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…

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...

Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth
For generations, Black families have faced systemic barriers that have disrupted wealth building and transfer, but Life & Legacy Planning offers a powerful tool to break these cycles…

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...

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…

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…

How Beneficiary Designations Put Your Family at Risk
Many financial advisors, accountants, and even other lawyers will tell you that you don’t need an estate plan and that naming beneficiaries on your accounts is enough. But they’re not telling you about the risks you may unknowingly take with your family's financial future…

The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the people you love? That's the reality many American families face when thinking about the estate tax – sometimes called the "death tax." There's a legislative proposal gaining momentum that could change everything about how wealth transfers between generations. But what would these changes really mean for you and your loved ones?
Let’s explore the potential impact on you and those you love…

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…

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…

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…

Why Reviewing Your Trust Regularly Isn’t Optional - It’s Essential
Many people believe that once they've created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones, and not fail when they need it...

Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Without marriage's legal protections, unmarried couples face unique estate planning challenges that could leave partners vulnerable and children at risk. Learn how to protect your loved ones and assets with proper planning…

Planning a Trip? Protect Your Children with a Kids Protection Plan
As Spring Break approaches, followed by summer, many parents are planning fun getaways with their children. However, few consider what would happen to their kids if an emergency occurred during their travels…

Common Estate Planning Questions Part 2 of 2
Estate planning can seem overwhelming, but understanding a few key concepts can make a world of difference for your family's future…

Common Estate Planning Questions Part 1 of 2 - On How to Handle Your Assets
Understanding how accounts are titled and who has access to them isn't just about convenience—it's about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this?…

A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney." But do you really know what it is? The terms “power” and “attorney” carry weight but may not mean what you think.

4 Common Estate Planning Myths … Busted!
October 21-27 was National Estate Planning Awareness Week, which means it's time to dispel some of the most common myths preventing people from taking important steps to protect themselves and their loved ones.
Contrary to what you might think, estate planning is NOT only for the wealthy or the elderly, and it doesn’t have to be complicated and expensive.
The truth is, estate planning is critical for everyone — regardless of age or financial status. Read on to learn more!