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.

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.

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 $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...

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...

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…

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…

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…

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...

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...

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...

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...

Putting your home in a trust is a smart estate planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner's insurance with your trust. Read more...

Did you know there's approximately $60 billion in unclaimed property held by state governments across the US? As we approach National Unclaimed Property Day on February 1st, learn how proper estate planning can prevent your assets from becoming part of this staggering statistic. Read more...

When disaster strikes, every second counts. Learn how preparation and estate planning can give you peace of mind and a clear path to recovery. Read more...

Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths about estate planning that could put your loved ones at risk. Read more…

Make 2025 the year you finally tackle estate planning and protect your loved ones’ future. Learn the five essential steps you can take right now to ensure they are cared for, and your legacy is preserved. Read more…

Business owners, you may be feeling a little whiplash after the 5th Circuit’s decisions this week. Read more…

The 2025-26 FAFSA introduces sweeping changes that revolutionize how families apply for college financial aid. While these updates streamline the application process, they also create new considerations for estate planning. Read more…