IRA Estate Planning In a Nutshell

by | Jan 2, 2026

Download This guide is designed to help individuals and families understand key aspects of planning for Individual Retirement Accounts (IRAs) as part of a comprehensive estate plan. The information is provided for educational purposes only and does not constitute...

TimeShare Inheritance?

by | Jan 2, 2026

Download Here Timeshares—often purchased with dreams of carefree vacations—can become more burden than blessing. If your timeshare no longer fits your lifestyle or your estate planning goals, you’re not alone. Many clients ask me, “Jesse, how do I get rid...

Fillable Family Tree

by | Dec 31, 2025

Download the tool An exercise to help you remember and name family members. Avoid accidental disinheritance! As I mentioned in the LifeCounsel podcast, one of the first things I do when people come in to see me, is I ask them to sketch out their family tree, beginning...