Our Blog
Why Most Estate Plans Fail—and How to Make Sure Yours Works When It Matters Most
You signed your estate plan and checked the box—but when your family needs it, they’re left with a legal mess. Here’s why that happens, and how to prevent it.
What the “One Big Beautiful Bill” Means for Your Family’s Estate Plan and Financial Future
A new 900-page law just reshaped taxes, healthcare, and benefits for millions of Americans—here’s what your family needs to know to stay protected.
100 Heirs and $17 Billion: What a Tech Billionaire’s Estate Plan Can Teach Every Family
What happens when one man has over 100 biological children and a $17 billion fortune? Whether you’re wealthy or not, this story proves every family needs a clear plan.
Organ Donation and Estate Planning: How to Protect Your Medical Wishes Before It’s Too Late
Organ donation can save lives—but without clear planning, it can also lead to devastating mistakes your family shouldn't have to face alone.
What Jimmy Buffett’s $275M Estate Dispute Teaches Us About Communication and Estate Planning
Jimmy Buffett spent a lifetime building his laid-back empire—but a lack of clarity in his estate plan has left his family facing anything but peace.
Elder Financial Abuse and Estate Planning: What We Can Learn from Priscilla Presley’s Lawsuit
Priscilla Presley’s $1 million fraud lawsuit shows how even the most well-resourced individuals can fall victim to financial elder abuse. Learn how Life & Legacy Planning can shield you and your loved ones from similar harm—before it’s too late.
Estate Chaos After Death: What Tony Hsieh’s Case Teaches About the Dangers of Missing or Outdated Wills
Tony Hsieh’s $500 million estate was left in chaos for years after his unexpected death—only to have a mysterious will surface nearly five years later. Learn how proper estate planning (and regular reviews) could have spared his family the stress, confusion, and legal costs.
Estate Planning for Business Owners: Why Quick or Cheap Plans Can Cost You Everything
When you're a business owner, a quick or cheap estate plan can leave your company—and your family—vulnerable. Learn how to align your estate and business documents to avoid legal confusion, financial loss, and family conflict.
What Happens to Your Pet When You Can’t Be There? Why Pet Planning Belongs in Your Estate Plan
When a Texas mail carrier rushed to adopt Floyd—a 70-pound dog whose owner had died—he saved one beloved pet from an uncertain fate. But thousands of pets aren’t so lucky. Learn how Life & Legacy Planning can protect your furry family members when you no longer can.
Life, Liberty, and Legacy: How to Protect Your Loved Ones With Life & Legacy Planning
This Independence Day, remember that true freedom doesn’t happen by accident-it’s the result of thoughtful decisions and long-term vision. Just as the founders built a foundation for liberty, your Life & Legacy Plan builds a foundation of lasting security for your family.