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Caring for Aging Parents: How to Protect Relationships and Plan Ahead
When adult siblings come together to care for aging parents, something unexpected often happens. Instead of bringing families closer, the experience frequently exposes old wounds and creates new rifts that never fully heal. What should be a time of unity becomes a source of lasting conflict. With over 37 million Americans providing unpaid eldercare , these painful dynamics play out across the country every single day. And while you may be focused on caring for your own parent
5 days ago6 min read


The White Elephant Gift Nobody Wants: Family Conflict
We've all been there. The holiday White Elephant gift exchange starts out fun and lighthearted. But then Uncle Jim steals the massage gun he bought in hopes of winning it for himself. The married couples start tag-teaming to keep the best gifts between them. Cousin Sarah gets stuck with the singing fish. Someone's definitely holding a grudge about that coffee mug from three swaps ago. Now imagine that same dynamic, except instead of gag gifts, it's Dad's classic car, Mom's je
Dec 92 min read


What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
When you’re ready to finally put an estate plan in place, it’s natural to feel excited and relieved. You’re taking a powerful step to protect your family, get organized, and make sure everything is handled the way you want if you become incapacitated and when you die. But what happens when your spouse doesn’t share your enthusiasm? Maybe they roll their eyes, insist you don’t need that, or even agree to a meeting only to shut it down once they’re there. It can leave you feeli
Dec 24 min read


How to Talk to Your Loved Ones About Death, Money, and Estate Planning at the Holidays
As the holidays approach, families gather to share food, laughter, and stories. But amid the joy, there is often an unspoken truth: many families avoid the conversations that matter most. What will happen when you are gone? How will your loved ones be cared for? What legacy will you leave behind? This season offers a rare opportunity to bring love, not fear, into these important conversations. In this article, you will learn how to shift your mindset about death and money, ho
Nov 246 min read


Honoring Your Sacrifice: Estate Planning Essentials for Military Families
Each year on November 11, the nation pauses to honor the courage and sacrifice of those who’ve served in the Armed Forces. Veterans Day last week offered military families a meaningful reminder to reflect on an important question: Is your family truly protected if something happens to you? If you’ve served or are part of a military family, your planning needs go far beyond standard estate documents. From coordinating military benefits to preparing for deployment, your estate
Nov 184 min read


How to Keep Wealth in Your Family for Generations
Many families focus on building wealth, but fewer think about keeping it. Research shows that a majority of wealthy families lose their wealth by the second generation, and by the third generation, the number climbs as high as 90%. That happens not because parents lack concern for their kids, but because key pieces of planning are missing. Keeping wealth in your family isn’t just about signing legal documents or having a strong investment portfolio. True wealth preservation
Nov 106 min read


Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
You’ve built a life with someone you love - sharing a home, experiences, and maybe even finances - but without legal marriage, the law doesn’t automatically recognize your relationship. That means if something happens to you, your partner could be left without legal rights to your property, finances, or even decisions about your medical care. In this article, you’ll learn why unmarried couples face greater legal risks, what key planning steps you can take to protect each othe
Oct 315 min read


Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones
For many people, the term estate planning brings to mind stacks of legal documents, a will, a trust, a healthcare directive, or powers of attorney. But estate planning isn’t just about creating documents. It’s about making sure the people you love are protected and supported when they need it most. It's ultimately about love, protection, and peace of mind. Yet despite that truth, most people are unprepared. A survey from 2024 showed that only 32% of Americans have a will, a
Oct 235 min read


Why It Matters to Your Loved Ones That You Work With the Right Lawyer
When someone you love dies, grief hits hard enough. But imagine adding legal chaos, confusing paperwork, and no one to guide you through it all. That's the reality for thousands of people every year who are left to navigate a confusing, messy, and expensive legal and financial process without support. In this article, you'll read real stories of families who struggled through the legal and financial process alone, the challenges they faced, and why having the right lawyer, as
Oct 178 min read


Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead
A typical initial consultation with an estate planning lawyer may look like this: you meet, you answer questions about your family and...
Oct 106 min read


The Hidden Risks of Growing Older Without a Life & Legacy Plan
If you are like most people, you probably assume that when the time comes, someone—your spouse, your children, or maybe a close...
Oct 65 min read


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. Some changes are obvious—you no longer share birthdays,...
Sep 296 min read


The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
My colleague told me a story recently. Her son moved into his first apartment at college and had to go grocery shopping on his own for...
Sep 196 min read


Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
A client once told me she would give anything to hear her grandmother’s voice again. Her grandmother had been the heart of the family—the...
Sep 126 min read


The $1.5 Million Estate Planning Mistake You Can't Afford to Make
Picture this: You and your spouse spend decades building a successful business, accumulating assets, and creating a stable life for your...
Sep 57 min read


When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever
Labor Day has always been about honoring the American worker—the people who build our communities, power our economy, and create the...
Aug 295 min read


Swedish Death Cleaning: A Loving Gift That Complements Estate Planning
Swedish Death Cleaning: A Loving Gift That Complements Estate Planning You may have heard of Swedish Death Cleaning —a cultural practice...
Aug 224 min read


When Fame Can't Fix Family: What Hulk Hogan's Estate Teaches Us About Failed Planning
When wrestling legend Hulk Hogan died at age 71, the world lost an icon. But behind the headlines about his estimated $25 million estate...
Aug 156 min read


Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning
You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your financial advisor created your...
Aug 86 min read


“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
When Anna Harp lost her father, Rudolph Clausing , she didn’t get to say goodbye. It was January 2021, during the height of the COVID-19...
Aug 46 min read
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