FAMILY PLANNING BLOG

Inheriting a home comes with hidden responsibilities that can overwhelm grieving families. From security concerns to ongoing maintenance, learn what to expect and how proper planning can prevent costly surprises.

What happens when one person has over 100 heirs? Whether you’re worth $17 billion or not, a thoughtful plan is essential to ensure your wealth—and your values—are passed on the way you intend.

Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes.

Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but relaxing for his family.

Independence Day reminds us that true freedom requires intentional planning and sacrifice. Just as the founders created a framework for lasting liberty, your Life & Legacy Plan creates lasting security for your loved ones.

For generations, Black families have faced systemic barriers that have disrupted wealth building and transfer, but Life & Legacy Planning offers a powerful tool to break these cycles.

When you're a business owner, an easy or cheap estate plan can leave your business vulnerable. Learn why your business documents and estate plan must work together, and what can happen if they don’t.

Tony Hsieh's cautionary tale shows why proper estate planning with regular reviews is critical, regardless of your wealth or age.

Memorial Day offers us a meaningful opportunity to consider how estate planning serves as more than just a legal formality—it's a heartfelt expression of our deepest values, a bridge connecting past, present, and future generations, and a promise to not leave a mess for the people you love.