If something happened to you tomorrow, would the people you love know what to do? Would they have...
He Sold His Company for $1.2 Billion. He Died Without an Estate Plan.
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DIY Planning
Tax Season Forced You to Look. Now Ask the One Question That Actually Matters.
Tax season just made you look at your financial life honestly. All of it. Tax season forced it....
One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear
You probably assume that if something happened to you, the other parent would step in and...
Here’s What Can Happen to Blended Families When a Spouse Dies
If you are in a blended family, you may believe the simplest estate plan is the fairest one: "I'll...
Why Quick and Simple Estate Plan Reviews Don’t Exist
When someone calls an estate planning attorney asking for a "quick look" at their documents, the...
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 -...
Why It Matters to Your Loved Ones That You Work With the Right Lawyer
When someone you love dies, grief hits hard enough. But imagine adding legal chaos, confusing...
The Hidden Risks of Growing Older Without a Life & Legacy Plan
If you are like most people, you probably assume that when the time comes, someone—your spouse,...
The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
My colleague told me a story recently. Her son moved into his first apartment at college and had...
The $1.5 Million Estate Planning Mistake You Can’t Afford to Make
Picture this: You and your spouse spend decades building a successful business, accumulating...
When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever
Labor Day has always been about honoring the American worker—the people who build our communities,...
Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning
You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe...
100 Heirs, $17 Billion, and 1 Big Estate Plan: What You Can Learn from a Tech Billionaire
Imagine you’re worth $17 billion and have over 100 biological children—some born through...
The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone
When you think about estate planning, you probably picture wills, trusts, and who gets what. But...
Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence
Every Fourth of July, we celebrate more than fireworks and cookouts. We honor the bold vision of...
A Texas Mail Carrier’s Act of Love Shows Why Your Pets Need a Plan Too
When Ian Burke, a mail carrier from Destin, Texas, heard that Floyd—a 70-pound dog he'd befriended...
What Priscilla Presley’s Lawsuit Reveals About the Prevalence of Elder Abuse
June is Elder Abuse Awareness Month, and there’s a case in the headlines right now that drives...
The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Imagine this: You've built a business empire worth hundreds of millions of dollars, transformed a...
Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
Picture this: you've just set up your estate plan using a quick and easy online DIY form or a...
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
Imagine this: something unexpected happens, and you're suddenly unable to care for your children....