Posts Categorized: Estate Planning

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

If you and your spouse have “yours, mine, and ours” property, a pour-over trust might be the estate planning solution you’ve been looking for. This blog explores how a joint pour-over trust works, why it’s especially helpful in blended families, and how it helps you stay organized while avoiding probate. READ MORE

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

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

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 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 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

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

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

Independence didn’t happen by accident – it was planned. This July 4th, discover how Life & Legacy Planning empowers you to protect your loved ones from court, confusion, and conflict. It’s your turn to create a lasting legacy of freedom. READ MORE

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

This Father’s Day, go beyond the usual gifts and give your loved ones the peace of mind that comes with proper planning. As a father, your greatest responsibility is to protect and provide for your family—not just today, but for the future. In this blog, I explain how traditional estate planning often falls short and why creating a comprehensive Life & Legacy Plan is the most meaningful way to safeguard your family’s well-being. With thoughtful planning, you can ensure your loved ones are supported, your wishes are honored, and your legacy continues for generations to come. READ MORE