The stage is set here in Nashville… and we’re ready. Today was my walkthrough before the big event tomorrow, and it’s always special to pause for a moment and take it all in before things begin. I had the chance to walk the space, reflect on the journey, and get prepared for

It’s Tuesday at 6 in the morning here in Nashville—and ElevateU officially begins today at 9. This afternoon at 3 PM Central, I have the honor of taking the stage to share something deeply personal… My Why, Legacy Planning & Next Gen. What we do for families every day isn’t

Yesterday was a special day. I had the opportunity to stand on stage at FIG’s ElevateU in Nashville and share something that is deeply personal to me, deeply important to our work, and deeply meaningful to the families we serve every single day. Through the Legacy Leadership

We’re back in Florida… and back in the office with full hearts. After celebrating the success of the Legacy Learning Lab in Nashville and taking in so much meaningful continued education, we’re incredibly grateful to be home — and even more grateful to bring what we’ve learned

As we continue reflecting on this week, one truth keeps rising to the top: Legacy planning is not just about what you leave behind… it’s about how you love, protect, and prepare the people who matter most while you’re still here. That’s why this conversation means so much to

Even on a Sunday… and even throughout the week… I’m constantly reminded that the good we do matters most. When you help a family… when you serve with love… when you care enough to help people prepare, protect, and provide for the people they love… that work matters. At

Most families believe everything is “taken care of.” But when we sit down together… beneficiaries are outdated, documents are missing, and no one truly knows the plan. And that’s where problems begin. Legacy planning isn’t just about paperwork… it’s about clarity. Because

When something unexpected happens… That’s when the truth shows up. We’ve seen families struggle not because they didn’t care — but because they didn’t have clarity. Accounts get frozen. Decisions get delayed. Families get stressed. Not from lack of love… but from lack of

Today is a solemn reminder as we remember Terri Schiavo and the painful situation her family endured. Her story reminded the world why having a Living Will matters. When a medical crisis happens, your family should not be left guessing, struggling, or carrying the burden of

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Today is Good Friday. A day that reminds us what real love looks like… sacrifice, grace, and preparation born out of love. It also reminds me of something I believe deeply: You do not need a perfect plan. You just need to start. Too many families wait. Too many people assume

Got it — here’s the updated version with the correct flow: Follow-Up Post: Well… we got it done. 🌿☀️ The sprinklers are taken care of. The planter beds are finished. The soil is down. The plants are in. The bark is spread. And now… it’s DONE. A lot of work, a little

Most people spend decades saving for retirement… But very few people are ever taught how to spend it correctly. That’s the part that matters most. Because retirement isn’t just about having money. It’s about creating income, making it last, and having a plan you can actually

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You Saved for Retirement… Now Plan to Make It Last. Inflation Never Stops. What your money buys today… May not be what it buys tomorrow. That’s the quiet danger of inflation. Groceries, gas, travel, prescriptions, and everyday living all tend to cost more over time. So

You Saved for Retirement… Now Plan to Make It Last. Healthcare Can Change Everything. One unexpected health event can change everything in retirement. Even if the savings looks good… Even if the bills are manageable… Healthcare and long-term care costs can put pressure on a

You Saved for Retirement… Now Plan to Make It Last. Part 5: The Reminder. This week’s reminder is simple: Saving for retirement is only half the battle. The other half is knowing how to make it last. Here are 5 things that can affect retirement more than most people