Estate Plan

August 3, 2025
Notebooks on a table.

“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need

When Anna Harp lost her father, she didn’t get to say goodbye—but she found a final note that changed everything…
July 28, 2025
A house in California.

Nobody Prepared Me for This! The Reality of Managing Inherited Real Estate

Inheriting a home comes with hidden responsibilities that can overwhelm grieving families. From security concerns to ongoing maintenance, learn what to expect and how proper planning can prevent costly surprises…
July 13, 2025
A doctor and patients' hands together.

The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone

Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes…
July 6, 2025

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…
June 30, 2025

Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence

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…
June 23, 2025

A Texas Mail Carrier’s Act of Love Shows Why Your Pets Need a Plan Too

When Ian Burke, a Texas mail carrier, rushed to adopt Floyd—a 70-pound dog whose owner had died—he saved one pet from an uncertain fate, but thousands of others aren't so lucky…