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.
Read MoreIt’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.
Read MoreThe 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.
Read MoreMemorial 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.
Read MoreWhen 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…
Read MoreThis 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…
Read MoreThe 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.
Read MoreJames 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.
Read MoreA 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.
Read MoreSpring Break is around the corner, and summer’s not far behind—hello, family vacations! But while you're busy packing swimsuits and sunscreen, have you thought about who would step in if something happened to you while traveling?
Yeah, I know—it’s not the fun part of trip planning, but it’s way more important than picking the perfect Airbnb. Let’s talk about how to make sure your kids are protected, no matter where life (or your travels) take you. Read more.
Read MoreLet’s talk real talk, folks. With all the uncertainty around federal marriage protections, many same-sex couples are wondering—what happens if laws change? The truth is, while policies may shift, a solid estate plan ensures your family stays protected no matter what.
From securing parental rights to making sure your assets land where you want them (not where the courts decide), estate planning is your legal safety net. Because your love is valid—and your rights should be, too.
Read more and let’s lock in those protections.
Read MoreLet’s make 2025 the year you stop procrastinating and start planning! Your loved ones deserve protection, and your legacy deserves to shine. Learn the five must-know steps to safeguard their future and preserve what matters most. Because estate planning doesn’t have to be overwhelming—it just has to get done. Read more.
Read MoreBig news for families navigating college financial aid! The 2025-26 FAFSA is shaking things up with major changes that promise to make applying smoother than ever. But here’s the twist: these updates might just give your estate plan a run for its money. Planning for your family’s future now includes some FAFSA-savvy strategy. Curious? Let’s dive in. Read more.
Read MoreKnowing how your accounts are titled and who can access them isn’t just a matter of convenience—it’s key to making sure your assets pass seamlessly to your loved ones and stay safeguarded against potential risks. So, how do you get it right? Read more.
Read MoreAs our society ages, you may find yourself making challenging end-of-life decisions for loved ones sooner than you imagined. And when that time arrives, you'll quickly realize the path is anything but simple. Read more.
Read MoreLosing a loved one is incredibly tough, but the pain can deepen when disagreements over their personal belongings cause rifts within the family. When cherished items become the center of conflict, the emotional scars can run deep, sometimes never fully healing. Read more.
Read MoreWhen Matthew Perry, the beloved Friends star, passed away last year, the world grieved the loss of a comedic legend. But as details about his estate surfaced, an unexpected question arose: why did his wealth seem smaller than anticipated? Read more.
Read MorePicture this: You’re in your twenties, completing a form at your job, and designating your partner as the beneficiary of your retirement account. Fast forward 28 years—you’ve moved on, experienced life to the fullest, and then passed away, leaving your former partner with your now-million-dollar retirement savings. Sounds unbelievable? Think again. Read on to find out more.
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