Over 100 heirs? Whether you're distributing billions—or just wanting your values to carry on—thoughtful planning is non-negotiable. That’s the only way to make sure your wealth and your values land where you want them. Read more…
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“Organ donation can be life-saving—but sloppy planning can be downright devastating.” A recent investigation highlighted a horrifying mistake: a man in Kentucky was nearly harvested for organs after being mistakenly declared dead . Yikes, right?
Sure, organ donation is powerful—but without airtight systems, even the best intentions can turn tragic. Read more…
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Jimmy Buffett may have made a fortune singing about island vibes and chill days in Margaritaville, but his $275 million estate? Yeah, that’s not exactly on island time. Turns out, when there’s no plan—or the wrong one—the paradise gets messy real fast.
Read more on why even the king of chill needed a solid estate plan (and what you can learn from it)...
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This Independence Day, let’s be real—freedom doesn’t happen by accident. Our Founders had a plan (and some serious grit), and you need one too. Your Estate Plan is how you secure freedom for your people—no courtrooms, no chaos, just clarity and protection that lasts.
Want peace of mind that even George Washington would salute? Read more.
When Texas mailman Ian Burke stepped up to adopt Floyd—a 70-pound pup left behind after his owner passed—he changed one dog’s fate in a heartbeat. But here’s the hard truth: not every pet gets that kind of happy ending.
Let’s talk about why planning for your furry family matters too. Read more.
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When even Priscilla Presley isn’t safe from financial predators, you know we’ve got a problem. Her $1 million fraud lawsuit is a wake-up call—and a sharp reminder of how older adults are being systematically targeted.
This is exactly why Life & Legacy Planning matters. It’s not just about documents—it’s about protection, power, and making damn sure no one messes with your money or your people.
Read more about how to guard against elder financial abuse and keep your legacy safe.
Father’s Day isn’t just about grilling, dad jokes, and who gets control of the remote—it’s also a reminder that being a great dad means thinking beyond today.
It’s about protecting what matters most: your legacy, your people, your plan.
Because the best gift you can give your family? A future that’s clear, secure, and free from courtroom chaos.
Ready to make sure your future’s as buttoned-up as your dad’s favorite tucked-in polo? Read more.
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It’s Pride Month—and while we love a good parade and all the rainbow everything, it’s also a powerful reminder: not all families are protected equally under the law (yet).
Whether you're LGBTQIA+ and single, partnered, married, co-parenting, or still figuring it all out—your estate plan needs to be as unique as you are.
Because love is love… but the law still needs paperwork.
Let’s talk about how to protect your people, your wishes, and your legacy—without the confusion, courtroom drama, or chaos.
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The late Zappos CEO left behind millions—and zero estate plan. What followed? Total chaos, sticky notes as “wishes,” and courtroom headaches that could’ve been avoided with a solid plan (and a couple of check-ins).
Lesson? No matter your age or bank account, proper estate planning matters. And yes, regular reviews too. Read more and learn how to keep your legacy drama-free.
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Memorial Day isn’t just about burgers, beers, and backyard blowups. It’s a moment to pause, reflect, and honor the brave souls who gave everything so we could live freely.
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When you’re a business owner, a bargain-bin estate plan can blow up your legacy. Your biz docs and estate plan need to play nice—or risk leaving your team (and your family) in chaos. Read more…
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This Mother’s Day, forget the flowers. Want to give your family something that actually lasts? A solid estate plan is the ultimate love letter—your way of protecting, guiding, and showing up for your people long after you're gone. Now that’s mom magic. Read more…
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The Death Tax Repeal Act of 2025 could completely shake up how wealth gets passed down—maybe even wiping out the estate tax altogether. Sounds dreamy, right? But don’t pop the champagne yet. Let’s break down what this proposed change really means for you and your legacy. Read more and get ahead of the curve.
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Just naming guardians in your will? Cute—but not nearly enough to truly protect your kids if life throws a curveball. Learn the 10 biggest mistakes parents make (and how a solid Kids Protection Plan® locks it all down with zero guesswork). Read more.
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James Howells tossed a hard drive with 8,000 Bitcoin—yep, that’s around $700 million straight into the trash. And he’s been trying to dig it out (literally) for over a decade.
Moral of the story? If your digital assets aren’t part of your estate plan, you might as well be throwing them out too. Let’s make sure your legacy doesn’t end up in a landfill.
Read more and plan smarter.
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Gene Hackman’s $80 million estate? Yep, stuck in legal limbo—because his wife passed just days before he did. It’s a high-profile reminder of what happens when estate plans aren’t designed to handle life’s unexpected timing.
Think it couldn’t happen to your family? Think again. Let’s make sure your legacy actually lands where you want it.
Read more and plan smarter.
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A lot of folks think once they've got a trust, they're good to go—file it, forget it, done. But let me give it to you straight: a “set-it-and-forget-it” estate plan is a recipe for disaster. Just like you wouldn’t skip your annual physical (or at least not proudly admit it), your trust needs regular check-ins to make sure it’ll actually work when your loved ones need it most.
Life changes. Laws change. You change. If your trust hasn’t kept up, it might flop when it matters most—and that’s not the legacy you want to leave behind.
Read more and make sure your plan isn’t collecting dust while collecting risks.
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Your cash stash might be bigger than the FDIC can handle—and that’s a problem. If your bank goes belly-up, anything above those insurance limits could be left hanging. Let’s talk about how to bulletproof your hard-earned money and make sure every dollar is protected. Your legacy deserves more than crossing your fingers. Read more!
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