“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 pandemic. Her dad had been battling lung disease when he contracted the virus, and strict hospital protocols meant his family couldn’t be by his side in his final days. Anna was […]
Nobody Prepared Me for This! The Reality of Managing Inherited Real Estate
Inheriting a home comes with hidden responsibilities that can overwhelm grieving families. From security concerns to ongoing maintenance, learn what to expect and how proper planning can prevent costly surprises. Read more…
Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence
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…
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 […]
Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth in New York & New Jersey
For generations, Black families in New York and New Jersey have faced systemic barriers that have disrupted wealth building and transfer, but Life & Legacy Planning offers a powerful tool to break these cycles. Read more…
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 countless lives with your vision and generosity. Then, unexpectedly, you pass away—and nearly five years later, a will you may have created suddenly appears. Meanwhile, your family has been battling creditors, former associates, and mounting […]
Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
Memorial Day offers us more than a time for barbecues and retail sales for families in New York and New Jersey—it’s an opportunity to reflect on legacy and mortality. Read more…
A Mother’s Legacy: Estate Planning as Your Greatest Expression of Love
When we think about Mother’s Day, we often picture breakfast in bed, handmade cards, and bouquets of fresh flowers. But what if there was a way for moms in New York and New Jersey to express their love and care that extends far beyond their lifetime? This is where thoughtful estate planning enters the picture—not […]
Planting the Seeds of Security: Estate Planning and Earth Day
As we celebrate Earth Day, a time to honor the planet and commit to nurturing the world we’ll leave behind, it’s also a fitting moment to think about the legacy we leave for our families. Just as the health of a tree depends on strong, deep roots, the well-being of families living in New York […]
Leaving a Legacy: Why Estate Planning is for Everyone (Yes, Even You!)
When you hear “estate planning,” you probably picture billionaires divvying up their mansions, yachts, and private islands. Well, guess what — estate planning isn’t just for the rich. It’s for everyone. Yep, even you — whether you’re a parent, a pet owner, or a single 20-something just hoping to keep your ficus alive for one […]