Talking about death is never easy – for patients, families, or even doctors. Many physicians are not trained to handle these difficult conversations. By putting a clear Advance Medical Directive and HIPAA releases in place, you can make things easier for your loved ones and your healthcare providers when it matters most. READ MORE
Monthly Archives:: September 2025
Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead
Grief changes everything – your routines, your relationships, even how your body feels. But while you can’t stop your loved ones from experiencing loss, you can make choices today that ease their burden later. Learn how Life & Legacy Planning® helps protect your family from added stress, conflict, and confusion when they need peace most. READ MORE
A Lifetime Asset Protection Trust Can Safeguard Your Child’s Inheritance
Your child’s inheritance can vanish faster than you think – whether from divorce, lawsuits, or even one costly mistake. A Lifetime Asset Protection Trust (LAPT) safeguards their future by keeping assets protected for life, while also teaching financial responsibility. READ MORE
The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
Meal planning isn’t just about what’s for dinner – it’s about how you use your time, money, and energy. The same is true for estate planning. Discover how the simple act of planning ahead – whether in the kitchen or with your life and legacy – can protect your family’s future and give them lasting peace of mind. READ MORE
Protect Your Family from Wealth’s Dark Side with a Lifetime Asset Protection Trust
Money can be a blessing – or a burden – when passed to the next generation. Without protection, inheritances are at risk of being lost to divorce, lawsuits, poor spending, or even dangerous influences. Learn how a Lifetime Asset Protection Trust can safeguard your family’s wealth and ensure it truly benefits your loved ones for life. READ MORE
Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
Too often, family stories disappear when loved ones pass away. These memories – of courage, love, and resilience – are just as important as money or property in creating a legacy that lasts. In this article, I’ll share why preserving your family’s stories is essential, how to start capturing them, and how my Life & Legacy Planning® process ensures they’re never lost. READ MORE
Divorcing? Here’s What You Should Know About How it May Affect Your Trust
Divorce can significantly affect your trust and estate plan, often in ways you don’t expect. Whether your trust is revocable or irrevocable, or your state follows community property laws, failing to update your plan could leave your assets vulnerable or distributed in unintended ways. Reviewing your trust during divorce is essential to protect your wishes and secure your family’s future. READ MORE