What Priscilla Presley's Lawsuit Reveals About the Prevalence of Elder Abuse
June is Elder Abuse Awareness Month—and Priscilla Presley’s ongoing court battle shows that financial elder abuse can happen to anyone. Learn how it starts, what red flags to watch for, and how proactive Life & Legacy Planning can protect you and the people you love.
HOW SHOULD CLIENTS TAKE TITLE TO THEIR HOME?
When clients ask, “How should I take title to my home?”—this is your chance to offer expert advice. Discover the risks of common title options like Joint Tenancy and Community Property, and why a Revocable Living Trust may offer the greatest long-term benefits for your clients and their heirs.
This Father’s Day Take Your Provision One Step Further
Father's Day reminds us that being a dad means more than providing for today—it's about securing your family's future. Read more...
Pride Month & Planning: Securing a Legacy That Lasts
Pride Month & Estate Planning: Protecting LGBTQIA+ Families with a Life & Legacy Plan
The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Tony Hsieh's cautionary tale shows why proper estate planning with regular reviews is critical, regardless of your wealth or age. Read more...
Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
Memorial Day offers us more than a time for barbecues and retail sales—it's an opportunity to reflect on legacy and mortality. Read more...
Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
When you're a business owner, an easy or cheap estate plan can leave your business vulnerable. Learn why your business documents and estate plan must work together, and what can happen if they don’t. Read more...
A Mother's Legacy: Estate Planning as Your Greatest Expression of Love
This Mother's Day, consider a gift that truly lasts forever. Estate planning isn't just about legal documents—it's one of the most profound expressions of maternal love, allowing parents to extend their care, wisdom, and protection long after they're gone. Read more...
The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
Have you worked your whole life to build something meaningful, only to fear it could be taken away at death? The estate tax—sometimes called the “death tax”—is facing potential repeal under the proposed Death Tax Repeal Act of 2025. This article explores what that could mean for your legacy, your heirs, and your overall estate planning strategy. Whether you're above the exemption threshold or not, now is the time to prepare for an uncertain future with a Life & Legacy Plan.
The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
Imagine accidentally throwing away $700 million. For James Howells, a computer engineer from Wales, that nightmare became reality when he lost access to his Bitcoin fortune. His story highlights a crucial lesson: without an up-to-date asset inventory, your valuable assets – digital and otherwise – could be lost forever. Learn how proper estate planning and asset tracking can protect your wealth and your family’s future.
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
Choosing a legal guardian for your child is one of the most important—and often overlooked—parts of estate planning. This article outlines the 10 most common mistakes parents make when naming a guardian and how to avoid them to protect your children’s future, emotionally and legally. If you think naming someone in your will is enough, think again.
Gene Hackman's Estate: A Wake-Up Call
Gene Hackman's $80 million fortune is in legal limbo after his wife died just days before he did, highlighting the estate planning crisis that countless families face, including possibly yours. Read more...
Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
Many people believe that once they've created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones, and not fail when they need it. Read more...
Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Your life savings may exceed FDIC insurance limits, leaving portions of your hard-earned money unprotected if your bank fails. Learn strategic approaches to safeguard your entire financial legacy and ensure the maximum protection for your deposits. Read more…
Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Without marriage's legal protections, unmarried couples face unique estate planning challenges that could leave partners vulnerable and children at risk. Learn how to protect your loved ones and assets with proper planning. Read more…
Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ
As Spring Break approaches, followed by summer, many parents are planning fun getaways with their children. However, few consider what would happen to their kids if an emergency occurred during their travels. Read more…
Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
Many same-sex couples are concerned about potential rollbacks of federal marriage protections and what that could mean for their families. While certain federal benefits could be affected by policy changes, comprehensive estate planning provides crucial protections regardless of marriage recognition. Read more...
Estate Planning During Divorce: Lessons from Shannen Doherty's Legacy
Actress Shannen Doherty's death last year highlights how critical timing can be when it comes to estate planning during divorce. Her last-minute divorce likely saved her estate millions and prevented years of legal battles. Read more...
The Unexpected Challenges of Being an Estate Executor
Being named as an executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved. The role requires more than you may expect, from immediate financial obligations to long-term asset management. Read more...
The Valentine's Gift That Truly Matters
Want to give your loved ones a truly meaningful gift this Valentine's Day? Estate planning might not seem romantic, but it's one of the most profound expressions of love you can offer. Read more...