top of page

BLOG


Meal Planning and Estate Planning: The Connection You Didn’t Expect
How Meal Planning Reveals Your Values Meal planning shows more than what’s for dinner—it reveals your relationship with time, money, and...


Preserve Your Family Stories Before They’re Lost
A client once told me she would give anything to hear her grandmother’s voice again. Her grandmother had been the heart of the family—the...


Estate Planning Mistake You Can’t Afford to Make
Picture this: You and your spouse spend decades building a successful business, accumulating assets, and creating a stable life for your...


When Every Dollar Counts
Labor Day has always been about honoring the American worker—the people who build our communities, power our economy, and create the...


A Legacy of Love That Lasts
When Anna Harp lost her father in January 2021, she didn’t get to say goodbye. He had been battling lung disease when he contracted...


Inheriting a Home: What No One Tells You
When someone you love passes away, the emotional toll is often followed by an unexpected legal and logistical reality: you’ve inherited...


Estate Planning Lessons from a $17 Billion Fortune
When Telegram co-founder Pavel Durov revealed he had over 100 biological children and a $17 billion fortune to pass on, the world was...


Don't Leave Life-or-Death Decisions to Chance
When you think of estate planning, you likely picture wills, trusts, and inheritance, but what about the heart-wrenching medical...


The Estate Battle Behind Jimmy Buffett’s $275M Legacy
Jimmy Buffett, the iconic creator of the "Margaritaville" lifestyle, had a well-documented estate plan in place. His will was originally...


Life & Legacy Planning: Protecting Your Family’s Future
Every Fourth of July, we celebrate more than fireworks—we honor a legacy of bold planning and lasting freedom. Just as our founders...


Why Your Estate Plan Should Include Your Pets
Ian Burke, a Texas mail carrier, saw Floyd—a 70‑lb dog—left at a shelter after his owner died, and adopted him himself. While this...


Priscilla Presley’s Case Highlights the Risk of Elder Financial Abuse
June is Elder Abuse Awareness Month , and Priscilla Presley’s current lawsuit is a stark example of how financial abuse can affect...


This Father’s Day, Protect What's Priceless®
Father’s Day is more than ties and tool sets—it’s an opportunity to give your family lasting peace of mind. Instead of a traditional gift...


Pride Month: Estate Planning for LGBTQIA+ Families
As Pride Month begins, we celebrate the progress made toward equality while acknowledging that LGBTQIA+ individuals, couples, and...


Tony Hsieh’s Estate Mistake
Imagine this: you've built a business empire worth hundreds of millions of dollars, transformed a city’s downtown, and touched countless...


Leaving a Legacy: Memorial Day & Estate Planning
Memorial Day is more than a day for barbecues and pool parties; it's a solemn occasion to honor the brave men and women who made the...


Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
As a business owner, relying on a generic estate plan—whether from an online template or a low-cost service—can leave your business and...


Graduation Season: Is Your Young Adult Legally Protected?
Graduation season is here—caps are flying, cameras are flashing, and proud parents everywhere are watching their kids cross the stage....


A Mother’s Love, Planned: Estate Planning That Protects Your Legacy
When we think about Mother's Day, we often picture breakfast in bed, handmade cards, and bouquets of fresh flowers. But what if there was...


The Death Tax Repeal Act of 2025: What You Need to Know
Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your...
bottom of page
