Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and reminisce about the wonderful memories you share together. If you’re getting together with family this month, it’s also a perfect time to talk to your loved ones about your shared goals, family resources […]
A Texas Mail Carrier’s Act of Love Shows Why Your Pets Need a Plan Too
When Ian Burke, a mail carrier from Destin, Texas, heard that Floyd—a 70-pound dog he’d befriended on his delivery route—had ended up in a shelter after his owner’s death, he didn’t hesitate. Burke arrived at the City of Denton Animal Shelter before it opened to be first in line to adopt Floyd and give him […]
Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth
The statistics are sobering. According to the Federal Reserve’s 2022 Survey of Consumer Finances, the wealth gap between white Americans and Black Americans is approximately $241,120. This disparity didn’t happen by accident. It’s the result of centuries of policies and practices that systematically prevented Black Americans from building and preserving wealth. From slavery and Jim […]
This Father’s Day Take Your Provision One Step Further
Father’s Day arrives each June filled with barbecues, baseball games, and heartfelt cards celebrating the dads who shape our lives. While ties and tool sets make thoughtful gifts, what if we turn the tables altogether and put the family resources toward a far more meaningful gift this Father’s Day—one that helps dad feel confident that […]
Pride Month & Planning: Securing a Legacy That Lasts
As Pride Month begins, we celebrate the progress made toward equality while acknowledging that LGBTQIA+ individuals, couples, and families still face unique legal challenges. Despite the landmark decision in Obergefell v. Hodges that established marriage equality nationwide, gaps in legal protection remain that can affect everything from healthcare decisions to inheritance rights. Having proper estate […]
Your Rights As the Parent of a College-Bound Young Adult — What You Need to Know When a Medical Crisis Hits
As a parent, you’ve spent 18 years guiding, protecting, and making critical decisions for your child. From pediatric appointments to late-night ER visits, you’ve always been in the loop. But when your child turns 18 and heads off to college, everything changes—at least in the eyes of the law. Once your child reaches legal adulthood […]
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
Imagine this: something unexpected happens, and you’re suddenly unable to care for your children. It’s a parent’s worst nightmare. In this situation, you’d want to know that your kids will be loved, cared for, and raised according to the values you hold dear. But have you taken the right legal steps to ensure that happens? […]
Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
When you’re a business owner, an easy or cheap estate plan can leave your business vulnerable. Learn why your business documents and estate plan must work together, and what can happen if they don’t. Read more… Picture this: you’ve just set up your estate plan using a quick and easy online DIY form or a […]
The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the people you love? That’s the reality many American […]
The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will and handle some paperwork. However, as many executors discover, the role involves far more complexity, time, and emotional labor than expected. Understanding these challenges now can help you better prepare, […]
