Each year on November 11, the nation pauses to honor the courage and sacrifice of those who’ve served in the Armed Forces. Beyond the ceremonies and flags, Veterans
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- Archives: Estate Planning
How to Keep Wealth in Your Family for Generations
Many families focus on building wealth, but fewer think about keeping it. Research shows that a majority of wealthy families lose their wealth by the second generation, and
Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
You’ve built a life with someone you love – sharing a home, experiences, and maybe even finances – but without legal marriage, the law doesn’t automatically recognize your
Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones
October 20–26, 2025, is Estate Planning Awareness Week – a national observance created to encourage Americans to think about what will happen to their loved ones and their
Why It Matters to Your Loved Ones That You Work With the Right Lawyer
When someone you love dies, grief hits hard enough. But imagine adding legal chaos, confusing paperwork, and no one to guide you through it all. That’s the reality
The Hidden Risks of Growing Older Without a Life & Legacy Plan
If you are like most people, you probably assume that when the time comes, someone—your spouse, your children, or maybe a close friend—will be there to take care
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 changes are obvious—you no longer share birthdays, dinners, or conversations. But the harder truth
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 and had to go grocery shopping on his own for the first
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 grandmother had been the heart of the family—the one who told stories
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 & Legacy Planning® process, she said, “This all sounds great, but my friend