You bought the policy when your first child was born. You chose an amount that felt enormous, named your spouse as the beneficiary, added the premium to autopay, and felt the relief of knowing your family would have financial support if you died. You took an important step to protect your family. A life insurance...Read More

You did it. Maybe Make-A-Will Month finally moved it to the top of your list. Maybe you’ve been meaning to get this done for years, and this was the month it finally happened. Either way, you sat down, signed the documents, and walked away with something many families never get around to doing. That matters....Read More

When I heard about Tenisha Warner’s lawsuit, my first thought wasn’t about the celebrity angle. It was: I’ve seen this before. Not the exact same story, but the same estate planning gap. A family where the right intentions were there. Where conversations happened. Where commitments were put in writing. And where, according to the complaint,...Read More

A family called me after their mother died. She had a will that was properly signed and perfectly valid. However, it didn’t tell anyone who had legal authority to care for her minor children in those first critical days, who could handle financial matters while her estate was being settled, or how she wanted her...Read More

She found the notebook in the top drawer of her mother’s desk. Six pages, every account listed by hand. Username, password, recovery question, one after another. Her mother had been organized her whole life, and the notebook was proof of it. Then she tried to log in. The bank account asked for a six-digit code...Read More

As you celebrate the Fourth of July and everything it stands for, freedom, independence, and the pursuit of happiness, take a moment to appreciate the ultimate American liberty: the right to decide your own affairs, even after you die or if you become unable to make decisions for yourself. An estate plan, and more specifically...Read More

There are two kinds of fathers. The first kind coaches the games, makes the school plays, stays up late with the science projects, and loves his family in every way you can see. He thinks about what would happen if something happened to him. Maybe on a long drive home. Maybe after a close call....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

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