News & Blogs
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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…
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Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
A client once told me she would give anything to hear her grandmother’s voice again. Her…
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The Cost of a Cheap Plan: Why “Bargain” Estate Planning Often Costs the Most
I had an interesting conversation with a potential client last week. After explaining my Life &…
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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…
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The Big Beautiful Bill
The One Big Beautiful Bill: What It Means for Your Family’s Financial Future The massive tax…
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Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth
The statistics are sobering. According to the Federal Reserve’s 2022 Survey of Consumer Finances, the wealth…
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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…
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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. It’s a…
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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 city’s…
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Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
Memorial Day offers us more than a time for barbecues and retail sales—it’s an opportunity to…
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