-
Why Estate Documents Fail
You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your financial advisor created your documents, or you might have done them yourself online, […]
-
“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
When Anna Harp lost her father, Rudolph Clausing, she didn’t get to say goodbye. It was January 2021, during the height of the COVID-19 pandemic. Her dad had been battling […]
-
Nobody Prepared Me for This! The Reality of Inheriting Real Estate
You’ve just lost someone important to you, and now you’re responsible for their home. Maybe it’s sitting empty while you figure out what to do next. Maybe you’re planning to […]
-
Finally, Something You Can Learn from a Tech Billionaire
Imagine you’re worth $17 billion and have over 100 biological children—some born through relationships, others through anonymous sperm donations. What would your estate plan look like? More importantly, what could […]
-
The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone
When you think about estate planning, you probably picture wills, trusts, and who gets what. But what happens when decisions are made about your body, without your full consent or […]
-
What the Massive New Tax Bill Means for Your Family’s Financial Future
The massive tax legislation known as the “One Big Beautiful Bill” (“OBBB”) became law on July 4, 2025, brings sweeping changes that will affect nearly every American family. While much […]
-
When Paradise Turns to Pain: Jimmy Buffett’s Estate Battle
Jimmy Buffett built an empire around the laid-back “Margaritaville” lifestyle, but his $275 million estate has become anything but relaxing for his family. The legendary singer’s widow and his longtime […]
-
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 […]
-
Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth
The Hidden History of Wealth Destruction Understanding today’s wealth gap requires acknowledging the deliberate policies that prevented Black families from accumulating assets, going back centuries. The Homestead Act of 1862 […]
-
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 […]
