Why Real Independence Starts with a Solid Estate Plan

This Independence Day, let’s be real—freedom doesn’t happen by accident. Our Founders had a plan (and some serious grit), and you need one too. Your Estate Plan is how you secure freedom for your people—no courtrooms, no chaos, just clarity and protection that lasts.

Want peace of mind that even George Washington would salute? Read more.

What Priscilla Presley’s Fight Teaches Us About Protecting Aging Loved Ones

When even Priscilla Presley isn’t safe from financial predators, you know we’ve got a problem. Her $1 million fraud lawsuit is a wake-up call—and a sharp reminder of how older adults are being systematically targeted.

This is exactly why Life & Legacy Planning matters. It’s not just about documents—it’s about protection, power, and making damn sure no one messes with your money or your people.

Read more about how to guard against elder financial abuse and keep your legacy safe.

Father’s Day Isn’t Just About Today—It’s About the Legacy You Leave

Father’s Day isn’t just about grilling, dad jokes, and who gets control of the remote—it’s also a reminder that being a great dad means thinking beyond today.

It’s about protecting what matters most: your legacy, your people, your plan.

Because the best gift you can give your family? A future that’s clear, secure, and free from courtroom chaos.

Ready to make sure your future’s as buttoned-up as your dad’s favorite tucked-in polo? Read more.

Planning with Pride: Protecting Your People, Your Way

It’s Pride Month—and while we love a good parade and all the rainbow everything, it’s also a powerful reminder: not all families are protected equally under the law (yet).

Whether you're LGBTQIA+ and single, partnered, married, co-parenting, or still figuring it all out—your estate plan needs to be as unique as you are.

Because love is love… but the law still needs paperwork.

Let’s talk about how to protect your people, your wishes, and your legacy—without the confusion, courtroom drama, or chaos.

No Rings, No Problem? Not Quite—Why Unmarried Couples Need a Rock-Solid Estate Plan to Protect Their People and Their Stuff

No marriage license? No problem—except when it is. Unmarried couples don’t get the automatic legal perks that married folks do, which means without the right estate plan, your partner could be left out in the cold (and your kids could get caught in the middle). Let’s fix that. Learn how to lock down your assets and protect your people. Read more.

Vacation Ready? Make Sure Your Kids Are Legally Protected

Spring Break is around the corner, and summer’s not far behind—hello, family vacations! But while you're busy packing swimsuits and sunscreen, have you thought about who would step in if something happened to you while traveling?

Yeah, I know—it’s not the fun part of trip planning, but it’s way more important than picking the perfect Airbnb. Let’s talk about how to make sure your kids are protected, no matter where life (or your travels) take you. Read more.

The Hidden Headaches of Being an Estate Executor

Sure, being named as an executor sounds like an honor—until you realize it comes with a to-do list longer than a CVS receipt. Managing finances, handling court paperwork, keeping family drama in check? Yep, all on you. And let’s not forget the potential legal headaches if things go sideways.

Before you say yes to the role (or if you already have and are now wondering what did I just sign up for?!), let’s talk about what being an executor really means. Because trust me, it’s more than just handing out inheritances.

Read more and learn what you’re really in for.

Estate Planning is More Than Just Paperwork, Folks: National Unclaimed Property Day

Did you know there’s around $60 BILLION in unclaimed property sitting with state governments right now?

Yep, $60 billion—just hanging out, waiting for someone to claim it. As we gear up for National Unclaimed Property Day on February 1st, let me remind you: proper estate planning can ensure your assets never end up in that pile of forgotten funds.

Let’s make sure your legacy goes exactly where you want it—not into the state’s pocket. Read more now.

Estate Planning Before You Travel: Why It's Critically Important

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids, or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan. While it may not sound like the most thrilling way to spend a day, here are some reasons why you need to think about your estate plans before you travel.