FAMILY PLANNING BLOG

Independence Day reminds us that true freedom requires intentional planning and sacrifice. Just as the founders created a framework for lasting liberty, your Life & Legacy Plan creates lasting security for your loved ones.

For generations, Black families have faced systemic barriers that have disrupted wealth building and transfer, but Life & Legacy Planning offers a powerful tool to break these cycles.

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.

Tony Hsieh's cautionary tale shows why proper estate planning with regular reviews is critical, regardless of your wealth or age.

Memorial Day offers us a meaningful opportunity to consider how estate planning serves as more than just a legal formality—it's a heartfelt expression of our deepest values, a bridge connecting past, present, and future generations, and a promise to not leave a mess for the people you love.

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.

This Mother's Day, consider a gift that truly lasts forever. Estate planning isn't just about legal documents—it's one of the most profound expressions of maternal love, allowing parents to extend their care, wisdom, and protection long after they're gone.

The Death Tax Repeal Act of 2025 could dramatically change how wealth transfers between generations, potentially eliminating the estate tax entirely. Learn what this proposed legislation might mean for you.

Naming guardians in your will isn't enough to fully protect your children if something happens to you. Discover the 10 most common guardianship mistakes parents make and how a comprehensive Kids Protection Plan can provide complete peace of mind