Inheriting a home isn’t just about making a decision to sell or keep—it’s about facing a long list of unexpected responsibilities. From securing the property to dealing with insurance gaps and ongoing maintenance, many families are caught off guard. Learn how Life & Legacy Planning can help you prepare your family now, so they’re not overwhelmed later. READ MORE
Monthly Archives:: July 2025
Will Our Child Have to Handle Multiple Trusts After We’re Gone?
If you and your spouse have separate trusts, your child may not have to manage both after your passing. Thanks to modern trust laws, many separate trusts can be combined into one – making administration easier, more efficient, and less costly for your loved ones. READ MORE
100 Heirs, $17 Billion, and 1 Big Estate Plan: What You Can Learn from a Tech Billionaire
What happens when one man has over 100 biological heirs and $17 billion to distribute? Tech billionaire Pavel Durov’s unusual estate plan offers a powerful reminder: no matter your wealth or family dynamics, a clear and intentional plan is essential. Here’s what every family can learn. READ MORE
The One Big Beautiful Bill: What It Means for Your Family’s Financial Future
The sweeping tax and benefit changes in the “One Big Beautiful Bill” (OBBB) affect nearly every American family – from expanded child tax credits and temporary deductions to healthcare requirements and estate tax reform. While some provisions offer short-term relief, their temporary nature makes long-term planning more important than ever. Learn how Life & Legacy Planning ensures your loved ones are protected, no matter how the laws or economy change. READ MORE
The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone
What happens if you can’t speak for yourself in a medical emergency? A recent investigation into organ donation errors shows why clear planning is essential. This blog explains how to protect your voice – and your loved ones – through legal documents, meaningful conversations, and compassionate support. READ MORE
Don’t Leave Home Without Addressing These 5 Key Legal Issues Before Vacation
Before your next getaway, take time to address these five key legal and planning issues – from estate documents and insurance to guardianship for your kids. A little preparation now ensures peace of mind while you travel. READ MORE
When Paradise Turns to Pain: Jimmy Buffett’s Estate Battle
Jimmy Buffett built a laid-back legacy, but his $275 million estate has sparked a very public legal battle between his widow and longtime business manager. Learn the critical planning mistake that triggered this conflict – and how Life & Legacy Planning can help you protect your family from the same fate. READ MORE