Posts Categorized: Wills

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

As Congress considers sweeping new tax legislation, it’s a good time to start preparing for potential changes that could benefit both individuals and business owners. From restoring 100% bonus depreciation for business asset purchases to increasing the child tax credit and lifting the SALT deduction cap, this proposed bill could reshape your financial landscape. Now is the time to understand what these changes might mean for you—and how to use strategic planning to take advantage of them before they potentially expire in 2028. READ MORE

Pride Month is a time to celebrate love, identity, and family in all forms – but it’s also a powerful reminder that legal protections for LGBTQIA+ individuals and families aren’t always guaranteed. In this blog, I share why thoughtful planning – beyond just a basic will – is essential to safeguard your rights, ensure your wishes are honored, and protect the people you love most, no matter what the law or future may hold. READ MORE

Your estate plan isn’t a one-and-done task – it needs to be reviewed regularly, especially after big life changes. Whether you’re getting married, going through a divorce, welcoming a child, facing illness, or acquiring new assets, these events can impact how your plan works when your loved ones need it most. In this blog, I walk through the seven key moments when it’s essential to update your estate plan to avoid confusion, court, or conflict in the future. READ MORE

Tony Hsieh’s unexpected death left his $500 million estate in turmoil for years—until a mysterious will surfaced five years later. This real-life story reveals how even the wealthy can fall into estate planning pitfalls and how a Life & Legacy Plan could have prevented the conflict, confusion, and court costs his family endured. READ MORE

Taking care of your kids doesn’t mean sacrificing your well-being. In fact, research shows that when parents are stressed, anxious, or burned out, it can negatively impact their children. This blog explores why self-care—like mindfulness meditation—isn’t just good for you, but also essential for being the calm, present parent your kids need. Plus, we share how creating a Life and Legacy Plan can give you peace of mind knowing your children are protected, no matter what happens. READ MORE