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
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“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
Nobody Prepared Me for This! The Reality of Managing Inherited 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
100 Heirs, $17 Billion, and 1 Big Estate Plan: What 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,
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
The One Big Beautiful Bill: What It 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.
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
Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence
Every Fourth of July, we celebrate more than fireworks and barbecues. We honor the bold vision of people who refused to accept the status quo and instead created
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
Heads Up! Major Tax Changes on the Horizon
The House recently passed what many are calling “One Big, Beautiful Bill” that could reshape the tax landscape for individuals and businesses. While it still needs to pass