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.
Read MoreWhen 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.
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 MoreJust 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.
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 MoreGene 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.
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 MoreYour 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!
Read MoreNo marriage license? No problem—except when it is. Unmarried couples don’t get the automatic legal perks that married folks do, which means without the right estate plan, your partner could be left out in the cold (and your kids could get caught in the middle). Let’s fix that. Learn how to lock down your assets and protect your people. Read more.
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 MoreShannen Doherty’s passing last year was a heartbreaking reminder that timing is everything when it comes to estate planning—especially during a divorce. Her last-minute split didn’t just close a chapter; it likely saved her estate millions and spared her loved ones from years of messy courtroom drama.
Thinking, "That won’t happen to me?" Think again. Let’s talk about why updating your estate plan during major life changes isn’t just smart—it’s essential. Read more and protect what matters most.
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