Every June, rainbow flags go up in storefronts, brands update their logos, and cities host parades that stretch for miles. For many people, Pride Month is a party. For others, it is something much older and harder-won than that. It is a reminder of survival. Where It Started Pride was not born in a corporate...Read More

Memorial Day isn’t just about barbecues or pool parties. It’s a day to collectively pause and honor the brave men and women who made the ultimate sacrifice for our freedom and security. As flags wave at half-staff and solemn ceremonies unfold across the country, this day of remembrance naturally guides our thoughts toward our own...Read More

A cautionary tale still unfolding a decade later On April 21, 2016, the world lost one of the most meticulous, controlling, and visionary artists of the 20th century. Prince Rogers Nelson — the man who battled Warner Bros. over his master recordings, changed his name to an unpronounceable symbol in protest of his record label,...Read More

With summer arriving, young people across the country are about to celebrate a major milestone: high school graduation. For many families, this season also means preparing for an even bigger transition as their child gets ready to move away to college, start a new job, or begin living independently for the first time. Between dorm...Read More

Every Mother’s Day, we scramble for the perfect way to say thank you. Brunch reservations at a favorite Tex-Mex spot. A bouquet of bluebonnets. A sentimental card filled with words we mean but rarely say out loud. And while none of that is wrong (your mom probably loves all of it), there’s a different kind...Read More

Jimmy Buffett built an empire around the laid-back “Margaritaville” lifestyle, but his $275 million estate has become anything but relaxing for his family. The legendary singer’s widow and his longtime business manager are now locked in a bitter legal battle that could have been avoided with better planning and communication. In this article, you will...Read More

Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or another catchy phrase, one fact remains clear: an enormous amount of wealth will pass from Baby Boomers to younger generations over the next few decades. Many experts believe this will be the largest intergenerational transfer of wealth in history. Because no one knows...Read More

When most people think about estate planning, they picture paperwork and what happens after someone passes away. But the truth is, the most important part of planning happens while you are living your life, raising your family, and making decisions every day. That is why we call what we do Life & Legacy Planning®. It...Read More

If you are in a blended family, you may believe the simplest estate plan is also the fairest one:“I’ll leave everything to my spouse. They’ll take care of my kids.” That approach often works in a first and only marriage. When you and your spouse share the same biological or adopted children, the surviving spouse...Read More

For many families, retirement accounts like 401(k)s and IRAs are their largest financial asset. In fact, these accounts hold about $21 trillion nationwide and often make up more of a household’s wealth than even their home. But here’s the problem. What happens to those accounts after you die is not always simple, and small mistakes...Read More