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.
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.
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.
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.
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.
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…
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…
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.
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.
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.
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.