You probably know you “should” have a will or a trust—but have you ever talked with your family about why your money exists in the first place? A simple family mission statement can dramatically increase the odds that both your wealth and your relationships stay intact for generations.

Unmarried couples face unique risks when it comes to estate planning. Having the right plan ensures your partner is cared for—no matter what.

If you don’t work with the right lawyer, your loved ones could face years of stress, conflict, and unnecessary expense. But you can prevent that from happening. Here’s how to find the right legal support.

It’s heartbreaking when one spouse is eager to protect the family through estate planning and the other resists. Here’s what to do when your partner isn’t on board.

Building generational wealth isn’t just about smart investments. It requires a shift in how you think about inheritance, teach your children about money, and plan for the long term.

Thoughtful, well-designed estate planning is one of the greatest gifts you can give your loved ones. It’s about more than documents—it’s about love, clarity, and peace of mind.

Think your family’s White Elephant gets competitive? Wait until there’s no estate plan and they’re fighting over Dad’s classic car instead of a singing fish. Learn why your legacy shouldn’t be left to chance (or family politics).

The holidays are the perfect time to talk about death, money, and legacy—not with fear, but with love.

One reason estate plans fail is because they start with a transactional initial consultation. A Life & Legacy Planning® Session transforms estate planning into meaning and value for you and everyone you love.

More adults are aging alone, and even with family nearby, aging brings challenges most people don’t see coming. A Life & Legacy Plan ensures you’re cared for with dignity and your wishes are honored.