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...