Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones
This week is Estate Planning Awareness Week (Oct. 20–26).
Estate planning isn’t just about wills and paperwork—it’s about protecting your people.
A true plan passes on your love, your values, and your peace of mind.
Take the step that too many families put off until it’s too late.
Why It Matters to Your Loved Ones That You Work With the Right Lawyer
If you don’t work with the right lawyer, your loved ones could face years of stress, conflict, and unnecessary expense. But you can avoid putting them through this.
Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead
One reason estate plans fail is because they start with a transactional initial consultation. Our Life & Legacy Planning® Session transforms the process into one of meaning, clarity, and protection for you and the people you love.
The Hidden Risks of Growing Older Without a Life & Legacy Plan
More adults are aging alone, and even with family nearby, aging brings challenges most people don’t see coming. Learn how a Life & Legacy Plan ensures you are cared for with dignity and your wishes are honored.
Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead
Losing someone you love reshapes your world in ways you may never expect. But you can make it easier on the people you love most.
Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
Every day, families lose irreplaceable stories when loved ones die without recording their wisdom, traditions, and memories. Don't let your family's history disappear, too. Read more...
The $1.5 Million Estate Planning Mistake You Can’t Afford to Make
Think your estate plan is airtight? One simple error could cost your family $1.5 million—or more in Maryland, where the estate tax exemption is just $5M per person. Learn how to preserve the full $10M couple’s exemption and protect your legacy with trust-based planning.
“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
When Anna Harp lost her father, she didn’t get to say goodbye—but she found a final note that changed everything. Read more…
When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever
With inflation eating away at purchasing power and wages barely keeping pace, American workers are feeling the squeeze like never before. This Labor Day, discover why protecting what you've worked so hard to build has never been more important. Read more...
When Fame Can't Fix Family: What Hulk Hogan's Estate Teaches Us About Failed Planning
Fame and fortune couldn't protect wrestling legend Hulk Hogan's family from the heartbreak of estrangement and inheritance disputes. His story reveals why even celebrities need estate planning that goes beyond the documents. Read more...