Malcolm-Jamal Warner’s estate planning story highlights an important lesson: having a plan is not enough if the promises and protections in it are never carried out. From life insurance and retirement accounts to protecting children and reviewing beneficiary designations, here’s what I would have done differently to help make sure his family’s plan actually worked when they needed it. READ MORE
Monthly Archives:: August 2026
Q4 Business Planning Checklist: What to Review Before October
Q4 is closer than it feels. August is the ideal time for business owners to review their Legal, Insurance, Financial, and Tax systems, identify gaps, and make important decisions before year-end deadlines create unnecessary pressure. READ MORE
Make-A-Will Month Is Here. But a Will Isn’t a Plan.
August is Make-A-Will Month, but a will alone isn’t a complete estate plan. Learn what a will can and cannot do, why parents need more protection for their children, and how a Life & Legacy Plan can help your family prepare for both life and death. READ MORE
Friends Don’t Let Friends Go Without an Estate Plan
Most people don’t have an estate plan, and someone you love is probably one of them. This August, National Make-A-Will Month is the perfect opportunity to start the conversation. Learn how to talk to a friend about estate planning without sounding morbid or judgmental, and discover why helping someone you love create a plan can be one of the most meaningful things you do for them. READ MORE
What Happens to Business Debt When You Die?
Business debt doesn’t disappear when a business owner dies. Depending on how your business is structured, whether you’ve signed personal guarantees, and how your succession plan is designed, those obligations can affect your estate, your family, and the future of your business. Learn what happens to business loans, SBA debt, commercial leases, and personal guarantees after death – and why coordinating your legal, insurance, financial, and tax planning is essential to protecting everything you’ve built. READ MORE