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…

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…

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.

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.

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.

A 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.