Posts Categorized: Estate Planning

Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning

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

4 Smart Ways to Protect Your Family’s Assets

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

Nobody Prepared Me for This! The Reality of Managing Inherited Real Estate

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

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

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