top of page
in the South Bay of California
JOIN OUR MAILING LIST
Search


The Hidden Risks of Growing Older Without a Life & Legacy Plan
If you are like most people, you probably assume that when the time comes, someone—your spouse, your children, or maybe a close...
Oct 1, 20255 min read


The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
My colleague told me a story recently. Her son moved into his first apartment at college and had to go grocery shopping on his own for...
Sep 17, 20256 min read


The $1.5 Million Estate Planning Mistake You Can't Afford to Make
Picture this: You and your spouse spend decades building a successful business, accumulating assets, and creating a stable life for your...
Sep 4, 20257 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 20, 20256 min read


“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
When Anna Harp lost her father, Rudolph Clausing , she didn’t get to say goodbye. It was January 2021, during the height of the COVID-19...
Aug 6, 20256 min read


100 Heirs, $17 Billion, and 1 Big Estate Plan: What You Can Learn from a Tech Billionaire
Imagine you’re worth $17 billion and have over 100 biological children—some born through relationships, others through anonymous sperm...
Jul 23, 20256 min read


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...
Jul 16, 20256 min read


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...
Jul 9, 20255 min read


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...
Jun 25, 20258 min read


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...
Jun 11, 20255 min read


The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Imagine this: You've built a business empire worth hundreds of millions of dollars, transformed a city's downtown area, and touched...
May 28, 20256 min read


Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
Picture this: you've just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, maybe...
May 14, 20256 min read


The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your...
Apr 30, 20256 min read


The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality...
Apr 17, 20255 min read


Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
You've taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about...
Apr 3, 20255 min read


Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for a growing number of couples, "forever" doesn't always include a marriage license....
Mar 19, 20256 min read


Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...
Mar 6, 20255 min read


The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets...
Feb 21, 20255 min read


Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...
Feb 6, 20254 min read


From Preparation to Recovery: When Disaster Strikes
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all...
Jan 23, 20256 min read
bottom of page
