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Life insurance can be one of the most powerful tools to protect your family, but without proper planning, estate taxes can take a huge bite. Discover how an ILIT can keep your life insurance proceeds safe, ensure your loved ones get the full benefit, and provide protection from creditors, divorce, or other risks.

If you have retirement savings, the SECURE Act 2.0 may be quietly changing what your loved ones inherit. This post breaks down what the law changed, how it impacts beneficiaries, and why outdated estate plans can create costly tax surprises for families.

Most estate plans focus on money, but what happens to your personal belongings after you’re gone? Without guidance, families are left overwhelmed and conflicted. Learn how estate planning for personal belongings protects both your legacy and your loved ones.

Money alone doesn’t hold families together. A family mission statement helps protect your values, relationships, and legacy for generations.

Adding a child's name to your property deed seems like a simple way to avoid probate, but it often creates serious tax problems. Estate planning attorney Sabine explains the costly mistakes homeowners make and reveals a better solution that protects your children's inheritance from unnecessary capital gains taxes. If you own real estate, you've probably thought about adding your child's name to the deed to avoid probate. I understand the impulse.

When adult siblings coordinate care for aging parents, families often fall apart instead of coming together. One child shoulders the burden while others stay distant, creating lasting resentment. With over 37 million Americans providing unpaid elder care, these conflicts happen daily.

As we age, the risk of physical or mental incapacity increases, and without proper planning, courts may appoint a guardian to manage your affairs. This can create stress, delays, and loss of control over your life and assets. The good news is that there are effective legal strategies to prevent this outcome. By setting up a medical power of attorney, you can designate a trusted agent to make healthcare decisions if you’re unable to do so.

Creating a charitable giving estate plan supports causes you care about while providing significant tax benefits for your family. You can donate through your will or trust, name charities as retirement account beneficiaries to avoid income taxes, or set up a charitable remainder trust that creates lifetime income while reducing estate taxes. Each strategy offers unique advantages depending on your assets and goals. Learn how charitable giving in your estate plan can reduce ta

You may be ready to create an estate plan, but your spouse isn’t. Here’s why that happens, how to talk about it without conflict, and what you can still do to keep your family protected.

Learn how estate planning and legacy planning protect unmarried couples, ensuring your partner inherits your assets and your wishes are honored.

Learn how to pass on your family’s wealth with confidence. From legal strategies to preparing the next generation, find out how to build a legacy that endures.

Thinking about gifting assets in 2025? Before transferring property, money, or investments to loved ones, it’s crucial to plan carefully. Discover the 5 essential questions you must ask to protect your wealth, minimize taxes, and ensure your gift truly benefits your recipients.

Losing a loved one reshapes your world in ways you may never expect. Grief isn’t just emotional—it affects your body, mind, routines, and...

Most people assume that when the time comes, a spouse, child, or close friend will step in to provide care. But the truth is, more...

A will is important, but it doesn’t cover everything. From estate taxes to beneficiary accounts and even pet care, there are limits to what a last will and testament can do. Learn what a will won’t do—and how Sabine Franco and The Ambitious Legacy Firm can help you build a complete estate plan to protect your family and legacy.money, and family. Explore practical strategies that make dinner less of a scramble, and ensure your loved ones’ future is protected.

Meal planning and estate planning have more in common than you think. Both reflect how you value time, money, and family. Explore practical strategies that make dinner less of a scramble, and ensure your loved ones’ future is protected.

Thinking about saving money with a cheap will or online trust? Bargain estate plans may look affordable upfront, but they often leave families with costly court battles, probate delays, and financial stress. Discover why investing in a comprehensive estate plan with an experienced estate planning attorney can actually save your loved ones time, money, and heartache in the long run.

Most estate plans fail when families need them most. See why documents aren’t enough and how legacy planning keeps your family protected.

When you inherit a house, secure the property right away by changing locks and removing valuables, update the insurance to cover a vacant home, and arrange for regular maintenance to prevent damage. You’ll also need to review legal documents, settle any debts tied to the property, and consider creating a Life & Legacy Plan to make the process easier for your family.

Without a clear plan, your loved ones may be forced into heartbreaking decisions about your medical care and organ donation. This article explains how a legacy plan protects your voice, eases the burden on your family, and ensures your wishes are honored—no matter what.