Legacy Planning, it’s not about Death. It’s about Living your Best Life
For most, the holiday season can bring our everyday scurries to new heightened levels. Things like parties everywhere, parking spots nowhere, creating the perfect holiday card and baking the best cookie can create a feeling of overwhelm and chaos for anyone. In such a state, we become reactive to our situations rather than present and purposeful. We forget what the holidays are really about, namely giving, loving, sharing, and, of course, sparkling.
These latter values are the core of your legacy plan. Unlike your estate plan which focuses on protecting your assets, legacy planning is centered around who you are and your life’s purpose. It’s about striving to live your best life so that you leave behind not just your stuff, but your morals, your values and the success that you accomplished. A legacy plan is built, it is a lifelong process and it is for imperative for everyone.
So as you go about this holiday season, remember as you are working your way through the holiday maze, this is your life’s work. Act with intention, create traditions, empower children and future generations to be their most amazing selves — and obvi, leave sparkle wherever you go.
You made your estate plan and thought, “Done! Nailed it.” But now your loved ones are stuck with a costly, time-sucking mess. How? Read more…
When Anna Harp lost her dad, she never got the chance to say goodbye. But what she did find? A note that said it all. Read the story that proves words can matter long after we're gone. Read more…
Inheriting a home? It comes with hidden responsibilities that often overwhelm grieving families. From unexpected security risks to ongoing maintenance costs, it’s not just the keys—it's the legacy left behind. With smart planning, you can prevent costly surprises, ease the transition, and keep your family's future secure. Read more…
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…
“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…
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)...
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.
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.