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. Read more...
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. Read more...
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. Read more...
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. Read more…
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. Read more...
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. Read more...
“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
When Anna Harp lost her father, she didn’t get to say goodbye—but she found a final note that changed everything. Read more…
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? Read more...