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Showing posts from July, 2025

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...

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...

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. ...