Accidental Death at 39: Here’s What You Need to Know
Popular social media influencer Michael Duarte's sudden death at 39 reminds us that tragedy strikes without warning, making financial preparation essential for protecting the people we love most.
Caring for Aging Parents: How to Protect Relationships and Plan Ahead
Caring for aging parents alongside siblings can strain even the closest family relationships. Learn why these tensions arise and how proper planning now can prevent conflict when your own children face these decisions.
The White Elephant Gift Nobody Wants: Family Conflict
Think your family's White Elephant gift exchange gets competitive? Wait until there's no estate plan and they're fighting over Dad's classic car instead of a singing fish. Learn why your legacy shouldn't be left to chance (or family politics)
How to Talk to Your Loved Ones About Death, Money, and Estate Planning at the Holidays
The holidays are the perfect time to talk about death, money, and legacy, not with fear, but with love.
What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
It’s heartbreaking when one spouse is eager to protect the family through estate planning and the other resists. Here’s what to do when your partner isn’t on board.
Honoring Your Sacrifice: Estate Planning Essentials for Military Families
Veterans Day reminds us to honor those who've served our country, but it also highlights why military families need specialized estate planning that addresses their unique circumstances and benefits.
How to Keep Wealth in Your Family for Generations
Building generational wealth isn't just about smart investments. It requires a fundamental shift in how you think about inheritance, educate your children about money, and plan for the long term.
Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
You’ve built a life with someone you love - sharing a home, experiences, and maybe even finances - but without legal marriage, the law doesn’t automatically recognize your relationship. That means if something happens to you, your partner could be left without legal rights to your property, finances, or even decisions about your medical care.
In this article, you’ll learn why unmarried couples face greater legal risks, what key planning steps you can take to protect each other, and how my Life & Legacy Planning® process ensures your wishes are honored, no matter what life brings.
Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones
Estate Planning Awareness Week is here. Learn why thoughtful, well-designed estate planning is the greatest gift you can give your loved ones.
Why It Matters to Your Loved Ones That You Work With the Right Lawyer
If you don’t work with the right lawyer, your loved ones could face years of stress, conflict and unnecessary expense. But you can avoid putting them through this. Here’s how to find the right legal support.
Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead
One reason estate plans fail is because they start with a transactional initial consultation. A Life & Legacy Planning Session transforms the process of estate planning into meaning and value for you and all the people you love.
The Hidden Risks of Growing Older Without a Life & Legacy Plan
More adults are aging alone, and even with family nearby, aging brings challenges most people don’t see coming. Learn how a Life & Legacy Plan ensures you are cared for with dignity and your wishes are honored.
Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead
Losing someone you love reshapes your world in ways you may never expect. But you can make it easier on the people you love most.
The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
How you approach meal planning reveals your deepest values about money and time – and surprisingly, it mirrors exactly how you should approach protecting your family's future.
Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
Every day, families lose irreplaceable stories when loved ones die without recording their wisdom, traditions, and memories. Don't let your family's history disappear, too.
The $1.5 Million Estate Planning Mistake You Can't Afford to Make
You think you've done everything right with your estate planning. Then tragedy strikes, and a simple paperwork error costs your children $1.5 million in taxes.
When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever
With inflation eating away at purchasing power and wages barely keeping pace, American workers are feeling the squeeze like never before. This Labor Day, discover why protecting what you've worked so hard to build has never been more important.
The Cost of a Cheap Plan: Why “Bargain” Estate Planning Often Costs the Most
Like buying a cheap car, bargain-priced estate planning can leave your loved ones stranded. Here’s why a comprehensive Life & Legacy Plan is worth the investment.
When Fame Can't Fix Family: What Hulk Hogan's Estate Teaches Us About Failed Planning
Fame and fortune couldn't protect wrestling legend Hulk Hogan's family from the heartbreak of estrangement and inheritance disputes. His story reveals why even celebrities need estate planning that goes beyond the documents.
Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning
You created your estate plan documents, thinking you did the right thing. But then your loved ones are left dealing with a time-consuming, expensive mess you left them. Why?