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Welcome to the Blog


Keep up with the latest news and updates

August 25, 2025

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Estate Planning

The Cost of a Cheap Plan: Why “Bargain” Estate Planning Often Costs the Most

I had an interesting conversation with a potential client last week. After explaining my Life & Legacy ...

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August 25, 2025

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Estate Planning

When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever

Labor Day has always been about honoring the American worker—the people who build our communities, power our ...

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August 18, 2025

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Business Planning

8 Business Strategies for Managing Difficult Clients Like a Pro – Part 2

In Part 1 of this series, we explored how clear expectations, solid contracts, smart collections, and dispute ...

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August 18, 2025

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Estate Planning

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 ...

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August 11, 2025

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Business Planning

8 Business Strategies for Managing Difficult Clients Like a Pro – Part 1

You work hard to deliver a great service. Most of your clients appreciate that. But every business ...

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August 11, 2025

0

Estate Planning

Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning

You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your ...

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10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1
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