A Lady Bird Deed can protect your home and simplify things for your family after you're gone, but it's not a complete estate plan on its own. Understanding when this tool works and when you need more comprehensive planning makes all the difference.

Many people worry about leaving debt behind for their loved ones, but the reality of what happens to debt after death is more complex than you likely  realize.

Planning for aging involves more than choosing where to live. It requires understanding how residence decisions affect Medicaid eligibility, asset protection, and your legal rights.

Every year, billions of dollars quietly sit with state governments, unclaimed and forgotten. Learn how proper estate planning keeps what you own from getting lost.

You've spent a lifetime collecting memories, treasures, and possessions, but without proper planning, these items could become an overwhelming burden for your loved ones. Read more...

Choosing between a will and a trust can shape your family’s future. Learn what to consider so your plan truly works. Read more...

You don’t want an initial consultation; you want a Life & Legacy Planning Session.

You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A simple family mission statement can dramatically increase the odds that your wealth and your relationships stay intact for generations. Read more...

Popular social media influencer Michael Duarte's sudden death at 39 reminds us that tragedy strikes without warning, making financial preparation essential for protecting the people we love most. Read more...