Estate Planning Resources
Practical guidance on wills, trusts, probate, business succession planning, and protecting the people and businesses you care about most.
The Heartbreaking Choices Your Family Should Never Face Alone
When most people hear “estate planning,” they immediately think of wills, trusts, and dividing up assets. But some of the most critical—and heartbreaking—decisions your family might face have nothing to do with money. What if choices were being made about your body, your care, or even your life, and [...]
How the “One Big Beautiful Bill” Impacts Your Family’s Financial and Estate Planning Future
On July 4, 2025, a sweeping piece of tax legislation called the One Big Beautiful Bill (“OBBB”) was signed into law—bringing nearly 900 pages of changes that will touch the lives of almost every American family. While headlines have focused on the political back-and-forth, what really matters is how [...]
Freedom for Your Family: How Life & Legacy Planning Gives You Peace of Mind
Celebrate Independence Day by taking control of your future Every Fourth of July, we celebrate the freedoms our country was built on—life, liberty, and the pursuit of happiness. But real freedom doesn’t just come from fireworks and parades. It comes from having a plan. When our founders signed the [...]
A Texas Mail Carrier’s Act of Love Shows Why Your Pets Need a Plan Too (and What We Can Learn Here in Southern Utah)
Not long ago, a mail carrier in Texas named Ian Burke heard that Floyd — a 70‑pound dog he’d befriended along his delivery route — had ended up in a shelter after his owner passed away. Without hesitation, Burke arrived at the City of Denton Animal Shelter before it [...]
Elder Financial Abuse in the Spotlight: What Priscilla Presley’s Case Can Teach Us
Protect Your Loved Ones with Proactive Life & Legacy Planning June is Elder Abuse Awareness Month, and one high-profile case is shedding light on a growing issue that affects millions of families every year: elder financial exploitation. At 79, Priscilla Presley is taking legal action against individuals she once [...]
This Father’s Day, Give the Gift That Truly Lasts: A Life & Legacy Plan
Father’s Day is a time to honor the dads who show up every day—with backyard BBQs, thoughtful cards, and maybe a new tie or toolset. But this year, consider going beyond the traditional gifts. Instead, give a gift that offers lasting security, peace of mind, and real protection for [...]
Pride Month & Estate Planning: Protecting What Matters Most
As we celebrate Pride Month, it’s a time to honor the LGBTQIA+ community’s journey toward equality—and to highlight the unique legal challenges that still exist. Even with the progress made through Obergefell v. Hodges and marriage equality, significant legal gaps remain. From medical decision-making to inheritance rights, comprehensive estate [...]
The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Imagine This ScenarioYou’ve spent your life building a business empire worth hundreds of millions, revitalized an entire city’s downtown, and made a meaningful impact on thousands of lives through your innovation and generosity. Then, unexpectedly, you pass away. Nearly five years go by—when suddenly, a will you may have [...]
Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
Memorial Day isn’t just about barbeques or pool parties. It’s a day to collectively pause and honor the brave men and women who made the ultimate sacrifice for our freedom and security. As flags wave at half-staff and solemn ceremonies unfold across the country, this day of remembrance naturally [...]