A Texas mail carrier’s quick action saved one lucky dog. But most pets aren’t as fortunate. Learn why estate planning for your pets is essential – and how to do it right. READ MORE
Monthly Archives:: June 2025
What Priscilla Presley’s Lawsuit Reveals About the Prevalence of Elder Abuse
Priscilla Presley’s $1 million lawsuit is a wake-up call: even the most well-resourced individuals can fall victim to elder financial abuse. This blog explains how these manipulations happen – and how Life & Legacy Planning can shield your family with proactive legal protection and trusted relationships that make all the difference. READ MORE
Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth
This Juneteenth, we reflect not just on history—but on how to create a better future. For Black families, the fight to build and protect generational wealth has always come with unique challenges. Life & Legacy Planning offers a powerful way to break the cycle of loss by creating clear, customized plans that protect what you’ve built, preserve your values, and pass them on with intention. This isn’t just estate planning—it’s securing your family’s legacy, now and for generations to come. READ MORE
This Father’s Day Take Your Provision One Step Further
This Father’s Day, go beyond the usual gifts and give your loved ones the peace of mind that comes with proper planning. As a father, your greatest responsibility is to protect and provide for your family—not just today, but for the future. In this blog, I explain how traditional estate planning often falls short and why creating a comprehensive Life & Legacy Plan is the most meaningful way to safeguard your family’s well-being. With thoughtful planning, you can ensure your loved ones are supported, your wishes are honored, and your legacy continues for generations to come. READ MORE
Heads Up! Major Tax Changes on the Horizon
As Congress considers sweeping new tax legislation, it’s a good time to start preparing for potential changes that could benefit both individuals and business owners. From restoring 100% bonus depreciation for business asset purchases to increasing the child tax credit and lifting the SALT deduction cap, this proposed bill could reshape your financial landscape. Now is the time to understand what these changes might mean for you—and how to use strategic planning to take advantage of them before they potentially expire in 2028. READ MORE
Pride Month & Planning: Securing a Legacy That Lasts
Pride Month is a time to celebrate love, identity, and family in all forms – but it’s also a powerful reminder that legal protections for LGBTQIA+ individuals and families aren’t always guaranteed. In this blog, I share why thoughtful planning – beyond just a basic will – is essential to safeguard your rights, ensure your wishes are honored, and protect the people you love most, no matter what the law or future may hold. READ MORE