Too many estate plans fail because they start with a cookie-cutter, “sign here” meeting. That’s not planning, that’s paperwork. An Estate Planning Session flips the script. It’s not about documents in a drawer; it’s about creating a plan packed with meaning, clarity, and real value for you and everyone you love. Read more…

More and more adults are aging alone and even with family nearby, the reality is that aging brings challenges no one sees coming. With thoughtful estate planning, you can make sure you’re cared for with dignity and that your wishes are honored. A solid Estate Plan takes the guesswork off your family’s shoulders and gives you peace of mind knowing nothing is left to chance.

Losing someone you love flips your world upside down in ways you can’t always prepare for. But here’s the truth, you can make the road ahead lighter for the people you love. A little planning now saves them a whole lot of chaos later. Read more…

How you plan meals says a lot about you, do you wing it, or do you actually map it out so no one’s hangry by Wednesday? The same is true for estate planning. If you’re intentional with time and money in the kitchen, you should be just as intentional when it comes to protecting your family’s future. Read more.

Every day, families lose priceless stories, traditions, and wisdom when loved ones pass away without writing them down or recording them. Don’t let your family’s history vanish into thin air, protect it like you protect everything else that matters. Read more…

You thought you nailed your estate plan. But then life happens and one “tiny” paperwork mistake ends up costing your kids $1.5 million in taxes. Ouch. That’s the kind of error no family should ever have to pay for. Read more…

Inflation’s up. Wages? Not so much. Families are working harder than ever, but the squeeze is real.

This Labor Day isn’t just about celebrating hard work, it’s about protecting what you’ve already built. Because the truth is, every dollar, every decision, and every plan matters more than ever.

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…

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 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.

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.

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…

Spring 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.

Let’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.

Losing 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.

When 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.

Picture 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.

Ever curious about the fate of your social media accounts after you're gone? Each platform follows its own set of rules, making it crucial to understand these policies to manage your digital presence responsibly. Continue reading to learn more.