Estate Planning Resources
Practical guidance on wills, trusts, probate, business succession planning, and protecting the people and businesses you care about most.
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 [...]
Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
Picture this: you've just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, maybe your financial advisor drafted it for you for a nominal fee while creating your financial plan. These options promise ease and convenience and at a [...]
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 families face when thinking about the estate tax – sometimes called [...]
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
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 [...]
The $700 Million Mistake
Why an Asset Inventory Is an Essential Part of Your Estate Plan Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, a computer engineer from Wales, who has now spent more than a [...]