The Life & Legacy Blog

The proposed Death Tax Repeal Act of 2025 has the potential to reshape the future of intergenerational wealth transfers by doing away with the estate tax altogether. Discover how this legislation could impact your financial legacy. Explore the details…

Did you know that state governments across the U.S. are sitting on nearly $60 billion in unclaimed property? With National Unclaimed Property Day approaching on February 1st, now is the time to ensure your assets don’t end up lost in the system. Discover how smart estate planning can safeguard your wealth and keep it where it belongs. Read more…

Let 2025 be the year you take control of your estate planning and secure your family’s future. Discover five crucial steps you can take today to safeguard your loved ones and protect your legacy. Find out more…

Planning your family’s future can seem complicated, with numerous options to consider. Do you need a will? Should you set up a trust? What happens if you choose to do nothing? These decisions aren’t just hypothetical—they directly affect your loved ones’ futures. In this second part of our two-part Q&A series, I’ll explain the essential estate planning tools, highlight their key differences, and offer practical strategies to help you protect your family, regardless of what lies ahead. Let’s get

As a new presidential administration prepares to take office in a few weeks, potential shifts in estate tax exemptions and fluctuating interest rates may leave you questioning the best way to safeguard your assets during uncertain times. Learn more…

Sharing family recipes and gathering for Thanksgiving are beloved traditions, but they’re also an ideal time to reflect on and safeguard your family’s legacy for future generations. Here’s how to start the conversation. Read more…

With Veterans Day approaching, we take a moment to honor the courageous men and women who have served our nation with steadfast dedication. Your service showcased a deep commitment to safeguarding America’s future – now, it’s time to secure your family’s future. Discover more…

Shelley Duvall, widely recognized for her role as Wendy Torrance in The Shining, recently passed away at the age of 75. Though her memorable performances continue to resonate with fans, her passing highlights valuable estate planning lessons that can benefit everyone. Discover more…

National Estate Planning Awareness Week, running from October 21-27, is the perfect opportunity to bring attention to this commonly misunderstood and often overlooked subject. Discover more…