Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence

Posted on June 27, 2025

Independence Day reminds us that true freedom requires intentional planning and sacrifice. Just as the founders created a framework for lasting liberty, your Life & Legacy Plan creates lasting security for your loved ones.

A Texas Mail Carrier's Act of Love Shows Why Your Pets Need a Plan Too

Posted on June 23, 2025

When Ian Burke, a Texas mail carrier, rushed to adopt Floyd—a 70-pound dog whose owner had died—he saved one pet from an uncertain fate, but thousands of others aren't so lucky.

What Priscilla Presley's Lawsuit Reveals About the Prevalence of Elder Abuse

Posted on June 16, 2025

Priscilla Presley's $1 million fraud lawsuit reveals how financial predators systematically target older adults and why Life & Legacy Planning provides protection against elder financial abuse.

This Father’s Day Take Your Provision One Step Further

Posted on June 09, 2025

Father's Day reminds us that being a dad means more than providing for today—it's about securing your family's future.

A Power of Attorney May Not Be What You Think

Posted on June 02, 2025

If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney." But do you really know what it is and how it works?

The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided

Posted on May 27, 2025

Tony Hsieh's cautionary tale shows why proper estate planning with regular reviews is critical, regardless of your wealth or age.

Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy

Posted on May 19, 2025

Memorial Day offers us more than a time for barbecues and retail sales—it's an opportunity to reflect on legacy and mortality.

Why Business Owners Deserve More Than an Easy or Cheap Estate Plan

Posted on May 12, 2025

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.

10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

Posted on April 21, 2025

Imagine this: something unexpected happens, and you're suddenly unable to care for your children. It's a parent's worst nightmare. In this situation, you'd want to know that your kids will be loved, cared for, and raised according to the values you hold dear.

The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

Posted on April 14, 2025

Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, a computer engineer from Wales, who has now spent more than a decade fighting to recover a discarded hard drive containing the private key to his Bitcoin fortune.

Gene Hackman's Estate: A Wake-Up Call

Posted on April 7, 2025

The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for everyone - married couples especially - regardless of your net worth.

Whether you have significant assets or just want to ensure your wishes are honored during your lifetime and you don’t leave a mess of open loops, creditors, and pain for your loved ones, getting your estate plan done right so it doesn’t fail when the people you love need it is the answer.

Why Reviewing Your Estate Plan Regularly Isn't Optional—It's Essential

Posted on March 31, 2025

You've taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes are known and honored, and you do not want to leave behind a mess for the people you love. Great work.

But here's something you may not realize: an estate plan, a will, or a trust isn't a "set it and forget it" type of thing. Your estate plan is a living set of documents and tools that need regular attention to ensure they work when your loved ones need them and that they don’t fail at the worst possible moment.

Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits

Posted on March 24, 2025

Imagine this: You've spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you're sipping coffee and browsing the news when headlines about a bank failure catch your eye. Your stomach drops as you realize a significant portion of your savings could be at risk because you’ve got an account in cash that exceeds the FDIC insurance limits.

Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love

Posted on March 17, 2025

Love in the 21st century takes many forms, and for a growing number of couples, "forever" doesn't always include a marriage license. While a deeply personal choice, being unmarried adds layers of legal and financial complexity that can't be ignored, especially when it comes to protecting your assets and loved ones.

Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ

Posted on March 10, 2025

As Spring Break approaches, followed by summer, you're likely focused on planning the perfect getaway with your children - booking flights, reserving hotels, and mapping out exciting activities. But there's one crucial aspect of travel planning that often gets overlooked: ensuring your children's safety and care if something unexpected happens to you during your trip. While no one wants to think about emergencies during vacation, having proper protection in place lets you truly relax and enjoy making memories together.

Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless

Posted on March 3, 2025

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if you choose it for them. But, here’s the thing you might not know, and is critically important to remember: simply creating a Trust is not enough. For your Trust to work, it has to be funded properly and may need to be updated over time.

Estate Planning During Divorce: Lessons from Shannen Doherty's Legacy

Posted on February 24, 2025

The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in "Beverly Hills, 90210," “Heathers” and "Charmed," Doherty not only faced a courageous and public battle with breast cancer but also raced against time to finalize her divorce and protect her estate. Her story shows why proper timing and planning are crucial when navigating divorce - one of life's most challenging transitions.

The Unexpected Challenges of Being an Estate Executor

Posted on February 17, 2025

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets according to their will and handle some paperwork. However, as many executors discover, the role involves far more complexity, time, and emotional labor than expected. Understanding these challenges now can help you better prepare, whether you're creating your estate plan or considering serving as an estate executor.