Monthly Archives:: August 2025

This Labor Day reminds us that while we honor the American worker, rising costs make every dollar more important than ever. For families already feeling the financial squeeze, estate planning isn’t a luxury – it’s essential. Without a plan, your loved ones risk losing time, money, and stability in probate court. With Life & Legacy Planning, you can make sure your hard-earned assets are protected and your family receives not just your wealth, but your love and care. READ MORE

When it comes to estate planning, going with the cheapest option can actually cost your family the most. A “bargain” plan may give you a stack of documents, but it often fails when your loved ones need it most—leaving them with court battles, stress, and financial loss. With my Life & Legacy Planning process, you get more than papers – you get a plan that protects your family, aligns with your assets, and evolves with your life. READ MORE

Naming beneficiaries might seem straightforward, but small mistakes can cause big problems for your loved ones. From delays in probate to unnecessary taxes or even the loss of government benefits, the way you list your beneficiaries has lasting consequences. With the right planning, you can ensure your assets go to the right people in the right way – quickly, smoothly, and without added stress. READ MORE

The story of Hulk Hogan’s $25 million estate shows that even wealth and fame can’t prevent family conflict without the right kind of planning. Discover how Life & Legacy Planning can protect not just your assets, but also the relationships that matter most. READ MORE

Family disputes after a death or incapacity often stem from one major cause – choosing the wrong person to manage your affairs. Even the most carefully written estate plan can fail if your fiduciary mishandles their responsibilities or if your family disagrees with their decisions. By selecting honest, trustworthy individuals and providing clear instructions in your plan, you can greatly reduce the risk of conflict and ensure your wishes are carried out smoothly. READ MORE

Most people believe that once they sign their estate planning documents, their family is protected. Unfortunately, traditional estate plans often fail when they’re needed most – leaving loved ones with court delays, family disputes, and financial loss. This blog reveals real-life examples of why documents alone aren’t enough, and how my Life & Legacy Planning process ensures your assets are protected, your wishes are honored, and your loved ones have guidance and support when they need it most. READ MORE

Protecting your family’s assets isn’t just for the wealthy – every family, no matter their income level, deserves peace of mind. In this blog, I break down four smart and effective ways to keep what you’ve worked hard for safe: insurance, legal exemptions, business entity planning, and estate planning. As a life and legacy planning attorney, I’ll show you how a Life & Legacy Plan goes beyond documents to create a real safety net for your family – today and for generations to come. READ MORE

When Anna Harp lost her father, she didn’t get to say goodbye – but she found a final note that changed everything. “It has been such a good life,” he had written. Discover what your loved ones truly need after you’re gone – and how to give it to them now. READ MORE