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

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  Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes. Read more… 2025.07.11 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 consent or when you're not really gone? A recent federal investigation uncovered a chilling truth: in dozens of cases, patients showed signs of life even as hospital staff prepared to remove their organs. If your loved ones were in that position, would they know what to do? More importantly, would they know what you would want? In this article, I’ll explain how a comprehensive Life & Legacy Plan protects not just your loved ones, but you. We’ll explore the risks of poor planning, how to make your medical wishes known, and how to ensure no one makes life-or-death decisions for you with...
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The One Big Beautiful Bill: What It Means for Your Family's Financial Future

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The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more… 2025.07.08 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. While much of the media attention has focused on the political drama surrounding its passage, what really matters is how these changes impact your family's financial security and estate planning needs. With nearly 900 pages of complex provisions, the new law extends many tax cuts, creates new deductions, and makes significant changes to healthcare and benefit programs. Understanding these changes isn't just about saving money on your taxes—it's about ensuring your loved ones’ long-term...
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When Paradise Turns to Pain: Jimmy Buffett's Estate Battle

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  Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but relaxing for his family. Read more… 2025.07.04 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 his longtime business manager are now locked in a bitter legal battle that could have been avoided with better planning and communication. In this article, you'll discover why having proper legal documents isn't enough to protect your family, what critical element was missing from Buffett's planning that led to this devastating conflict, and how Life & Legacy Planning can ensure your loved ones work together instead of fighting in court. What Happened Jimmy Buffett did many things right in his estate planning. ...
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Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence

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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. Read more… 2025.06.27 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 framework for lasting freedom. The Declaration of Independence wasn't just a document—it was a comprehensive plan that established principles, assigned responsibilities, and created structures to protect future generations. This Independence Day, consider how the same spirit can inspire you to create your own declaration of independence for your loved ones. Just as our founders understood that true freedom requires intentional planning and sacrifice, creating a Life & Legacy Plan ensur...
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  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. Read more... 2025.06.20 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 death, he didn't hesitate. Burke arrived at the City of Denton Animal Shelter before it opened to be first in line to adopt Floyd and give him a new home. It's a heartwarming story with a happy ending, but it also highlights a sobering reality: Floyd was lucky. Thousands of pets aren't so fortunate when their owners pass away without making arrangements for their care. According to the American Society for the Prevention of Cruelty to Animals (ASPCA), 5.8 million dogs and cats entered animal shelters and rescue organ...
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What Priscilla Presley's Lawsuit Reveals About the Prevalence of Elder Abuse

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  Priscilla Presley's $1 million fraud lawsuit reveals how financial predators systematically target older adults and why Life & Legacy Planning provides protection against elder financial abuse. Read more... 2025.06.13 What Priscilla Presley's Lawsuit Reveals About the Prevalence of Elder Abuse June is Elder Abuse Awareness Month, and there’s a case in the headlines right now that drives home just how important this issue is. Priscilla Presley, 79, is currently in court , claiming she was defrauded of over $1 million by people she once trusted. If it can happen to someone with her resources, fame, and team of advisors, it can happen to anyone. That’s what makes her story so powerful—it’s a wake-up call. Financial elder abuse doesn’t just affect strangers on the news. It’s something we all need to understand, prepare for, and actively guard against. Let’s look at what happened in Priscilla Presley’s case, how predators operate, and most importantly, how proactive ...
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This Father’s Day Take Your Provision One Step Further

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Father's Day reminds us that being a dad means more than providing for today—it's about securing your family's future. Read more... 2025.06.06 This Father’s Day Take Your Provision One Step Further   Father's Day arrives each June filled with barbecues, baseball games, and heartfelt cards celebrating the dads who shape our lives. While ties and tool sets make thoughtful gifts, what if we turn the tables altogether and put the family resources toward a far more meaningful gift this Father's Day—one that helps dad feel confident that he’s stepping into his best self, and providing for the family no matter what. As a father, your number one goal is likely to provide for your family in the best way you possibly can. But have you taken steps to ensure the people you love will be cared for if something happens to you? And, if you have, are those steps the right steps or are they false security that will leave your family with a mess you wouldn’t wish on anyone? Th...
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