100 Heirs, $17 Billion, and 1 Big Estate Plan: What You Can Learn from a Tech Billionaire
What happens when one person has over 100 heirs? Whether you’re worth $17 billion or not, a thoughtful plan is essential to ensure your wealth—and your values—are passed on the way you intend.
The Life-or-Death Decisions Your Family Shouldn't Have to Make Alone
Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes.
The One Big Beautiful Bill: What It Means for Your Family's Financial Future
The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family.
When Paradise Turns to Pain: Jimmy Buffett's Estate Battle
Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but relaxing for his family.
Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence
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
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
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
Father's Day reminds us that being a dad means more than providing for today—it's about securing your family's future.
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
Naming guardians in your will isn't enough to fully protect your children if something happens to you. Discover the 10 most common guardianship mistakes parents make and how a comprehensive Kids Protection Plan® can provide complete peace of mind.
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 isn’t just about barbeques or pool parties. It’s a day to collectively pause and honor the brave men and women who made the ultimate sacrifice for our freedom and security.
As flags wave at half-staff and solemn ceremonies unfold across the country, this day of remembrance naturally guides our thoughts toward our own mortality and the legacies we desire to leave behind.
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...
Five Reasons to Write a Will
Decide for yourself what will happen to your property after you die, don’t let the state decide for you.