If you don’t work with the right lawyer, your loved ones could face years of stress, conflict and unnecessary expense. But you can avoid putting them through this. Here’s how to find the right legal support. Read more… Why It Matters to Your Loved Ones That You Work With the Right Lawyer When someone you […]
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One reason estate plans fail is because they start with a transactional initial consultation. A Life & Legacy Planning Session transforms the process of estate planning into meaning and value for you and all the people you love. Read more… Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead
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 Hidden Risks of Growing Older Without a Life & Legacy Plan If you are like
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Losing someone you love reshapes your world in ways you may never expect. But you can make it easier on the people you love most. Read more… Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead Losing someone you love reshapes your world in ways you may never expect. Some
Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead Read More »
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 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
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Every day, families lose irreplaceable stories when loved ones die without recording their wisdom, traditions, and memories. Don’t let your family’s history disappear, too. Read more… 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.
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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… 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 assets, and creating a
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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… When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning
Hulk & Brooke Hogan at McCarran Airport — Photo by Jamie Davies, licensed under [CC BY 2.0](https://creativecommons.org/licenses/by/2.0). When Fame Can’t Fix Family: What Hulk Hogan’s Estate Teaches Us About Failed Planning When wrestling legend Hulk Hogan died at age 71, the world lost an icon. But behind the headlines about his estimated $25 million estate
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“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need When Anna Harp lost her father, Rudolph Clausing, she didn’t get to say goodbye. It was January 2021, during the height of the COVID-19 pandemic. Her dad had been battling lung disease when he contracted the virus, and strict hospital protocols meant
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