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What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)
You open the door to your parents' home for the first time since the funeral. Closets stuffed with decades of clothes. Cabinets filled with china no one uses. A garage packed with tools, holiday decorations, and boxes labeled "miscellaneous." Drawers overflowing with papers, keepsakes, and items whose significance you'll never understand. The task ahead feels impossible. This scenario plays out in homes across America every day. With an estimated $90 trillion in assets transf
23 hours ago6 min read


Why Your Family Needs a Mission Statement
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, combined with a comprehensive estate plan can dramatically increase the odds that your wealth and your relationships stay intact for generations. You spend a lifetime working, saving, and building a life for the people you love. Yet research shows that an estimated 70% of wealthy families lose their
Jan 26 min read


Got Retirement Savings? Must Read...
The SECURE Act 2.0 brought some of the biggest changes to retirement planning in decades. While most people think it only affects their retirement accounts or may not even know about these changes at all, the SECURE Act 2.0 directly impacts how your loved ones will access your retirement accounts after your death and how much they’ll pay in taxes, which could take a big bite out of their inheritance if not reconsidered now. In this article, you'll learn what the law changed,
Dec 26, 20256 min read


The White Elephant Gift Nobody Wants: Family Conflict
We've all been there. The holiday White Elephant gift exchange starts out fun and lighthearted. But then Uncle Jim steals the massage gun he bought in hopes of winning it for himself. The married couples start tag-teaming to keep the best gifts between them. Cousin Sarah gets stuck with the singing fish. Someone's definitely holding a grudge about that coffee mug from three swaps ago. Now imagine that same dynamic, except instead of gag gifts, it's Dad's classic car, Mom's je
Dec 22, 20253 min read


Accidental Death at 39: Here’s What You Need to Know
Michael Duarte had everything to live for. At 39, the popular food influencer was building his brand, sharing recipes with millions of followers, and raising his 6-year-old daughter Oakley with his wife Jessica. His content brought joy to countless people who watched his sizzling barbecue videos and creative flavor combinations. Then, on November 8, 2025, everything changed. Duarte died during what should have been an ordinary trip to Texas. His death was sudden, unexpected,
Dec 15, 20255 min read


How to Talk to Your Loved Ones About Death, Money, and Estate Planning at the Holidays
As the holidays approach, families gather to share food, laughter, and stories. But amid the joy, there is often an unspoken truth: many families avoid the conversations that matter most. What will happen when you are gone? How will your loved ones be cared for? What legacy will you leave behind? This season offers a rare opportunity to bring love, not fear, into these important conversations. In this article, you will learn how to shift your mindset about death and money, ho
Nov 23, 20256 min read


Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead
A typical initial consultation with an estate planning lawyer may look like this: you meet, you answer questions about your family and assets, and the lawyer tells you what documents you need - typically a will, trust, health care directive, and power of attorney - and what they will cost. This is a recipe for disaster because this means that the lawyer you are considering hiring is likely not versed in helping you make well-counseled decisions that you fully understand, and
Oct 22, 20256 min read
A Comprehensive Guide to Disaster Preparedness
In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a...
Sep 22, 20255 min read


The Hidden Truth About Settling a Loved One’s Estate
Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches...
Sep 15, 20255 min read


Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
The 2025-26 FAFSA introduces sweeping changes that revolutionize how families apply for college financial aid. While these updates...
Sep 8, 20255 min read


4 Estate Planning Myths That Put Your Loved Ones at Risk
Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous...
Sep 1, 20255 min read


When Fame Can't Fix Family: What Hulk Hogan's Estate Teaches Us About Failed Planning
When wrestling legend Hulk Hogan died at age 71, the world lost an icon. But behind the headlines about his estimated $25 million estate...
Aug 21, 20256 min read
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