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Business owners need a comprehensive estate plan to protect both personal and business assets. Without proper alignment between your estate documents and business governance, you could be setting yourself up for costly legal battles and complications.

Did you know the way your assets are owned could impact your child’s eligibility for college financial aid? FAFSA doesn’t treat all savings equally—and your estate plan could be the key to unlocking more support. Learn how to protect your legacy and help your student get the aid they deserve.

What Legal Documents Does My 18-Will the death tax be repealed in 2025? At The Ambitious Legacy Firm, we’re watching this legislation closely—and we’re here to help you protect what you’ve built and ensure your family’s future stays in your hands, not the IRS’s.

What Legal Documents Does My 18-Year-Old Need? When your child turns 18, you lose automatic access to their medical and financial information—even in an emergency. In this post, we break down the essential legal documents every young adult should have, from HIPAA forms to powers of attorney, so you can stay prepared and support them as they step into adulthood.

When James Howells accidentally tossed a hard drive holding 8,000 Bitcoin, he lost access to a fortune now worth over $700 million. His story is more than a cautionary tale—it’s a powerful reminder of why digital asset protection and a complete asset inventory are essential parts of any modern estate plan.

The type of trust you choose can make all the difference in how your family accesses your assets, avoids court, and protects your legacy.

Learn how to protect yourself from online scams and cyber attacks with 7 practical steps.

If your savings exceed FDIC limits, it's crucial to protect them. Consider spreading your funds across multiple banks, using different accou

You’ve taken a smart step by setting up a living trust to protect your family and avoid the costs and delays of probate court. But here’s...

If you’ve set up an LLC  or corporation  as part of your estate planning —whether to hold real estate, protect assets, or manage family...

Tax season is more than just paperwork; it’s a great opportunity to strengthen your business both legally and financially. By choosing...

Shannen Doherty’s passing in July 2024 highlights the importance of estate planning during divorce. Known for her roles in Beverly Hills,...

Smartphone screen displaying AI applications Gemini and ChatGPT. The rise of AI has brought convenience to many aspects of life, from...

Maggie Schneider Huston's Newsweek story highlights the challenges of ensuring a loved one’s end-of-life wishes are respected.

Did you know state governments across the U.S. currently hold $60 billion in unclaimed property? This staggering amount highlights the...

Thinking about how your family will handle things when you're gone is never easy, but it’s necessary. Many people avoid estate planning,...

You are probably already aware of the tax benefits from donating to charity during your lifetime—donations to charity are tax-deductible....

This is a great question because many people are unaware of how the process actually works, and it’s not as simple as you may think. So,...

When it comes to legacy planning, wills and trusts are two of the most commonly used legacy planning tools, and are usually the...

Although you are technically allowed to name a minor child as the beneficiary of your 401(k), IRA, or other employment-sponsored...