Celebrity Estate Plans - Part 1 Michael Jackson
Abigail.McGuire • July 12, 2024
Estimated reading time:
minutes
For whatever reason, we just can’t resist a good, juicy celebrity story. So, for the next few weeks, we’re going to look at the lives of 4 celebrities and how they prepared for the inevitable (or didn’t!). This week we're turning the spotlight on the King of Pop himself, Michael Jackson. Read more…
Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can relate in some way, or maybe we feel like we can’t relate and that’s what makes celebrities interesting. Their lives always seem attractive but somehow… just out of reach.
So, for the next few weeks, we’re going to look at the lives of 4 celebrities and see what we can learn from their stories. I think you’ll be surprised to learn that you have more in common with these folks than you thought (even if you don’t also have your own private jet).
This week, we’re going to turn the spotlight on Michael Jackson. Even if you aren’t old enough to “ Remember the Time ” when Michael Jackson was dominating the charts, by the end of this article, you’ll see that he left holes in his estate plan that we can learn from.
Before we get started, however, I want to address the elephant in the room: many people, maybe you’re included, find Michael Jackson’s personal life and choices… concerning. That is completely understandable. The intent of this piece is not to defend or promote him in any way. Rather, this article’s focus is on his family and what they’ve endured in the court system for the last 15 years.
Now, let’s dive in and learn how you can avoid the same fate for your loved ones.
So, for the next few weeks, we’re going to look at the lives of 4 celebrities and see what we can learn from their stories. I think you’ll be surprised to learn that you have more in common with these folks than you thought (even if you don’t also have your own private jet).
This week, we’re going to turn the spotlight on Michael Jackson. Even if you aren’t old enough to “ Remember the Time ” when Michael Jackson was dominating the charts, by the end of this article, you’ll see that he left holes in his estate plan that we can learn from.
Before we get started, however, I want to address the elephant in the room: many people, maybe you’re included, find Michael Jackson’s personal life and choices… concerning. That is completely understandable. The intent of this piece is not to defend or promote him in any way. Rather, this article’s focus is on his family and what they’ve endured in the court system for the last 15 years.
Now, let’s dive in and learn how you can avoid the same fate for your loved ones.
It’s As Easy as “ABC” (and 1, 2, 3)
Before we take a look at the specifics of Michael Jackson’s story, let’s dispel a myth about estate planning: That it’s only for the rich or philanthropic. You do not need to be rich, philanthropic, or famous to need estate planning. You need estate planning if you own anything - even a bank account - and have people in your life you love. It’s as simple as that (dare I say it’s as simple as “
ABC
” and 1,2,3?). So, as you think about your own estate planning, it's time to "
Beat It
" past the misconceptions so you’re empowered to do the right thing by your loved ones.
So, what happened in Michael Jackson’s case? He had an estate plan that included a Will, and the Will established trusts for his mother, Katherine, and his three children, Paris, Prince, and Bigi.
Let’s stop right there because there’s already an increased potential for conflict with this setup.
When your assets pass via “Will” (instead of via Trust), your assets must go through a court process called probate, which, my mentor says, is a “lawsuit you file against yourself with your money for the benefit of your creditors.” Subjecting your assets and your family to probate can result in a long, time-consuming, and messy court process that can be unnecessarily expensive to resolve. Plus, the court process is entirely public, meaning anyone can access the records and see information about your assets and family that you would rather keep private.
A trust, on the other hand, bypasses the court process altogether, as long as your assets are owned in the name of the trust when you become incapacitated, or when you die. If your assets are properly transferred and retitled into the trust (this is called “funding” the trust), your estate can be administered privately and often takes less time than the court process does. A trust can be set up and funded while you’re alive, thereby avoiding probate, or it can be a part of your Will. When it’s part of your Will, like in MJ’s case, it isn’t established or funded until after the court process has played out. So, if you’re trying to keep your family from going through the court process, putting a trust in your Will completely defeats the purpose. Here’s what we’ve learned so far: if your intent is to keep your loved ones out of court and conflict, creating a Will alone is a “ Bad ” choice.
So, what happened in Michael Jackson’s case? He had an estate plan that included a Will, and the Will established trusts for his mother, Katherine, and his three children, Paris, Prince, and Bigi.
Let’s stop right there because there’s already an increased potential for conflict with this setup.
When your assets pass via “Will” (instead of via Trust), your assets must go through a court process called probate, which, my mentor says, is a “lawsuit you file against yourself with your money for the benefit of your creditors.” Subjecting your assets and your family to probate can result in a long, time-consuming, and messy court process that can be unnecessarily expensive to resolve. Plus, the court process is entirely public, meaning anyone can access the records and see information about your assets and family that you would rather keep private.
A trust, on the other hand, bypasses the court process altogether, as long as your assets are owned in the name of the trust when you become incapacitated, or when you die. If your assets are properly transferred and retitled into the trust (this is called “funding” the trust), your estate can be administered privately and often takes less time than the court process does. A trust can be set up and funded while you’re alive, thereby avoiding probate, or it can be a part of your Will. When it’s part of your Will, like in MJ’s case, it isn’t established or funded until after the court process has played out. So, if you’re trying to keep your family from going through the court process, putting a trust in your Will completely defeats the purpose. Here’s what we’ve learned so far: if your intent is to keep your loved ones out of court and conflict, creating a Will alone is a “ Bad ” choice.
Peace of Mind For the “Man in the Mirror”
Since Michael Jackson’s assets were not owned in a trust, and instead his assets needed to pass via Will, there have been ongoing legal matters in court, which still aren’t resolved 15 years (yes, you read that right) after his death. Currently, MJ’s family is embroiled in a dispute with the IRS, and so the trusts he intended to be created for his mother and children remain unfunded, and therefore, some of his assets cannot be transferred to them, in the way it seems he intended. It’s also highly probable that the legal disputes continue to cost the estate a lot of money. That’s money that would have gone to his mother and children otherwise.
To make sure the people you love receive your assets in the way you want, I cannot underscore the importance of education and intent. This is exactly why my Life & Legacy Planning process begins with educating you first. The first time we meet, I will show you exactly what will happen to your family and your assets after your death, based on your current plan (or the state’s plan for you, if you don’t have a plan). From there, I help you make intentional decisions about what’s right for you and your loved ones, based on your desires, your assets, your family dynamics, and your budget.
To make sure the people you love receive your assets in the way you want, I cannot underscore the importance of education and intent. This is exactly why my Life & Legacy Planning process begins with educating you first. The first time we meet, I will show you exactly what will happen to your family and your assets after your death, based on your current plan (or the state’s plan for you, if you don’t have a plan). From there, I help you make intentional decisions about what’s right for you and your loved ones, based on your desires, your assets, your family dynamics, and your budget.
Taxes - A Potentially “Dangerous” Situation!
The Jackson estate's ongoing battle with the IRS also serves as a stark reminder of the tax implications that can affect your plan and your loved ones. When it comes to taxes, you can’t think in terms of "
Black or White
" – there are many shades of gray to consider. If you intend to avoid as many taxes as possible, you don’t want to cut corners by either doing your estate planning cheaply or on your own. That could be “
Dangerous
!” I can help you create a comprehensive plan that minimizes taxes as much as possible, potentially saving you and your family (lots of) money.
Speaking of saving money, taxes can significantly reduce the value of what you pass on to your heirs, which has a direct impact on your loved ones. To minimize this impact, together you and I will explore different strategies such as gifting assets during your lifetime, establishing irrevocable trusts, or using life insurance policies to cover potential tax liabilities.
So, our next lesson from Michael Jackson’s story is: when it comes to saving money on taxes, the stakes are too high to go at it alone. Work with a professional who can advise you properly. We aren’t clear why Michael Jackson didn’t get the kind of support necessary to minimize taxes and protect his estate from a long, drawn-out court process, but what we do know for sure is that we can help you and your loved ones.
Speaking of saving money, taxes can significantly reduce the value of what you pass on to your heirs, which has a direct impact on your loved ones. To minimize this impact, together you and I will explore different strategies such as gifting assets during your lifetime, establishing irrevocable trusts, or using life insurance policies to cover potential tax liabilities.
So, our next lesson from Michael Jackson’s story is: when it comes to saving money on taxes, the stakes are too high to go at it alone. Work with a professional who can advise you properly. We aren’t clear why Michael Jackson didn’t get the kind of support necessary to minimize taxes and protect his estate from a long, drawn-out court process, but what we do know for sure is that we can help you and your loved ones.
Avoiding the “Thriller” of Legal Disputes
The Jackson case also highlights the importance of choosing the right representatives for your estate. These are the people who handle your affairs after you’re gone (they’re called “executors” if there’s a Will or “trustees” if there’s a Trust). MJ’s family members have criticized the representatives for the way they’ve managed the estate. In particular, Katherine Jackson has alleged that the executors have been too frugal and are holding onto assets to maintain control.
There’s always a possibility of conflict between your representatives and your loved ones, even if you aren’t famous and don’t have millions of dollars to fight over. So, to help minimize the potential, we recommend you communicate your intentions to your representatives and to your loved ones during your lifetime. Consider holding a meeting so everyone knows what your wishes are and understands the intent behind your decisions. You may not be able to “ Heal the World ” on your own, but you can promote healing within your own family and prevent future conflict by opening the lines of communication now. We often facilitate these meetings for our clients.
Also, know that you don’t have to choose family members to be your representatives - even if you feel pressured to do so. If you aren’t sure who the “right people” are, think about people you know who are not only trustworthy but also capable of handling complex financial and legal matters. There’s also the option of choosing a professional representative, as Michael Jackson did, who might be more appropriate for your situation. When you work with us, we’ll be there to “ Rock With You ” through all the different scenarios that could arise, so you can then choose the right people for your unique circumstances.
Our two final lessons from Michael Jackson’s story are these: 1) Communicate your wishes openly to your representatives and your family, and 2) Choose the right people to act for you when you no longer can.
By learning from the challenges faced by Michael Jackson’s family, you can ward off the possibility of a similar outcome for your loved ones. Your careful planning today can pave the way for a smoother transition of your assets in the future, ensuring that you are able to support your family after you’re gone, rather than creating a mess for them to handle without you. I’m here to serve you and help you ensure your estate doesn't become a " Thriller " of legal battles, but instead a harmonious transition that would make even the King of Pop proud.
There’s always a possibility of conflict between your representatives and your loved ones, even if you aren’t famous and don’t have millions of dollars to fight over. So, to help minimize the potential, we recommend you communicate your intentions to your representatives and to your loved ones during your lifetime. Consider holding a meeting so everyone knows what your wishes are and understands the intent behind your decisions. You may not be able to “ Heal the World ” on your own, but you can promote healing within your own family and prevent future conflict by opening the lines of communication now. We often facilitate these meetings for our clients.
Also, know that you don’t have to choose family members to be your representatives - even if you feel pressured to do so. If you aren’t sure who the “right people” are, think about people you know who are not only trustworthy but also capable of handling complex financial and legal matters. There’s also the option of choosing a professional representative, as Michael Jackson did, who might be more appropriate for your situation. When you work with us, we’ll be there to “ Rock With You ” through all the different scenarios that could arise, so you can then choose the right people for your unique circumstances.
Our two final lessons from Michael Jackson’s story are these: 1) Communicate your wishes openly to your representatives and your family, and 2) Choose the right people to act for you when you no longer can.
By learning from the challenges faced by Michael Jackson’s family, you can ward off the possibility of a similar outcome for your loved ones. Your careful planning today can pave the way for a smoother transition of your assets in the future, ensuring that you are able to support your family after you’re gone, rather than creating a mess for them to handle without you. I’m here to serve you and help you ensure your estate doesn't become a " Thriller " of legal battles, but instead a harmonious transition that would make even the King of Pop proud.
“You Are Not Alone” - We’re Here for You
It’s “
Human Nature
'' to want to avoid thinking about your death, much less plan for it. We get it. But when we face our mortality, we’re able to live a more fulfilling life. The good news is that you don’t have to deal with it alone. We’re here to support you every step of the way.
As a Personal Family Lawyer Firm, we help you create a Life & Legacy Plan from a place of education and intention, so that your loved ones stay out of court and conflict. And once you’ve created your plan, you can rest easy knowing your wishes will be honored, your loved ones cared for, and your legacy preserved.
Click here to schedule a complimentary 15-minute consultation to learn more!
As a Personal Family Lawyer Firm, we help you create a Life & Legacy Plan from a place of education and intention, so that your loved ones stay out of court and conflict. And once you’ve created your plan, you can rest easy knowing your wishes will be honored, your loved ones cared for, and your legacy preserved.
Click here to schedule a complimentary 15-minute consultation to learn more!
This article is a service of Sibley Law & Associates PLLC, a Personal Family Lawyer® Firm. We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That's why we offer a Life & Legacy Planning Session™, during which you will get more financially organized than you’ve ever been before and make all the best choices for the people you love. You can begin by calling our office today to schedule a Life & Legacy Planning Session™.
Life in Melbourne, Florida, is something special. We live where others vacation, enjoying the unique rhythm of the Space Coast, the beautiful beaches, and the vibrant community we call home. We meticulously plan for so many aspects of our lives here—from hurricane season and family vacations to retirement and our children’s education. Yet, one of the most crucial forms of planning is often overlooked: estate planning. Many Melbourne residents believe estate planning is a tool reserved for the ultra-wealthy or something to consider only in their golden years. This is a dangerous misconception. The reality is, if you are an adult with assets or loved ones who depend on you, you need an estate plan. It is the ultimate act of protection for your family and the foundation for your legacy. Without a comprehensive estate plan, you are leaving the most critical decisions about your assets, your health, and even your children's future up to the state of Florida and the Brevard County courts. At Sibley Law & Associates, PLLC, we believe every Melbourne family deserves the peace of mind that comes from taking control. This is what "Planning For Life...Building For Legacy" truly means. Let’s explore why this planning is so essential for your family. When You Don’t Make a Plan, Florida Makes One for You One of the most significant consequences of not having a Last Will and Testament is that you die "intestate." This legal term means the state of Florida, through its rigid intestacy statutes, will dictate exactly how your assets are distributed. This pre-set formula does not consider your personal wishes, the nuances of your relationships, or your family’s specific needs. How Florida’s Intestacy Laws Work: The state’s plan is based entirely on familial relationships. Here are a few common scenarios for Melbourne residents: Married with Shared Children: If you are married and all your children are descendants of both you and your surviving spouse, your spouse will inherit your entire estate. This may sound fine, but what if you wanted to set aside specific assets for your children immediately? Without a plan, you have no say. Married with Children from a Prior Relationship: This is where Florida's plan can be particularly surprising. If you have children from a previous relationship, your surviving spouse inherits only half of your estate. The other half is divided among all of your children (from both your current and prior relationships). This could create unintended financial strain on your spouse and potential conflict within your blended family. Single with Children: Your children inherit your entire estate, divided equally. Married with No Children: Your surviving spouse inherits everything. Single with No Children: Your estate will pass to your parents. If they are deceased, it goes to your siblings, and the line of succession continues down a prescribed path. Who Gets Left Out? Florida's intestacy laws make no provisions for unmarried partners, regardless of how long and committed the relationship. A beloved significant other, a cherished friend who is like family, or a favorite charity will receive nothing from your probate estate without being explicitly named in a Will or Trust. Effective estate planning ensures that the people and causes you care about most are the ones who benefit from your life's work. Protecting Your Most Precious Assets: Your Children For any parent in Melbourne, there is no greater concern than the well-being of their children. A comprehensive estate plan is the single most important tool you have to protect them if you are no longer there to do so yourself. The Critical Role of Naming a Guardian If you have minor children and pass away without legally nominating a guardian, the 18th Judicial Circuit Court in Brevard County will be forced to appoint someone to raise them. A judge, acting with the best intentions but without knowing you or your family, will make this life-altering decision. This process can be fraught with problems: Uncertainty and Instability: While the court deliberates, your children could be placed in temporary care, adding trauma to an already devastating situation. Family Disputes: Well-meaning relatives might disagree on who is best suited to be the guardian, leading to public and painful court battles that can permanently damage family relationships. An Unintended Choice: The judge may appoint someone you would never have chosen—someone with different parenting philosophies, religious beliefs, or financial habits. Your Last Will and Testament is the only legal document where you can nominate the guardians you want for your children. This is your voice, telling the court who you trust to provide the love, care, and stability your children deserve. You can also name alternate guardians in case your first choice is unable to serve. This single act provides immense clarity and protection. Managing Your Children’s Inheritance Leaving a large inheritance directly to an 18-year-old is rarely advisable. Without planning, that is exactly what could happen. A well-designed estate plan can establish a Trust for your children. This allows you to appoint a Trustee—a trusted person or financial institution—to manage the inheritance on their behalf. You can set the terms for distribution, ensuring the funds are used for important milestones like education, a first home purchase, or starting a business, and distributed at ages when they are mature enough to handle the responsibility. Planning for Life's "What Ifs": The Importance of Incapacity Planning Estate planning isn't just about what happens after you die. It's equally about protecting yourself and your family if you become incapacitated and unable to make decisions for yourself due to an accident or illness. Without proactive incapacity planning, your family may face what is often called a "living probate." The Alternative to Planning: Court-Ordered Guardianship If you become incapacitated without a plan, your loved ones would have to petition the Brevard County court to have you declared legally incompetent and have a guardian appointed. This process can be: Public: Your private medical and financial details become part of the public record. Expensive: It involves significant attorney's fees and court costs, all paid from your assets. Time-Consuming: The legal process can be slow and cumbersome. Stressful: It places a tremendous emotional burden on your family during an already difficult time. The Solution: Essential Incapacity Documents A comprehensive Melbourne estate plan includes critical documents to avoid this scenario: Durable Power of Attorney: This document allows you to appoint a trusted agent to manage your financial and legal affairs if you are unable to do so. This person can pay bills, manage investments, and handle property matters on your behalf without court intervention. Health Care Surrogate Designation: This lets you name a person to make medical decisions for you if you cannot communicate your own wishes. This ensures decisions are made by someone who knows you and your values. Living Will: This document outlines your wishes regarding life-prolonging medical procedures, providing clear guidance to your family and doctors and relieving them of the burden of making these difficult decisions on their own. Navigating the Brevard County Probate Process Probate is the formal court-supervised process of validating a Will, paying off estate debts, and distributing assets to beneficiaries. In Florida, even if you have a Will, your estate will likely go through some form of probate. However, a well-drafted estate plan can make this process significantly smoother and more efficient. Without a plan, the probate process can become more complex and contentious, as the court must first identify legal heirs and appoint a Personal Representative. With a properly drafted Will, you choose your Personal Representative (Executor), streamlining the initial stages. The Power of Trusts to Avoid Probate For many Melbourne families, a primary goal of estate planning is to avoid probate altogether. This is most commonly achieved through a Revocable Living Trust . Assets titled in the name of your Trust during your lifetime do not have to go through the probate process upon your death. They can be managed and distributed privately by your chosen successor Trustee. This offers several key benefits: Privacy: Trusts are not public documents like Wills. Efficiency: Trust administration is typically much faster than probate, allowing assets to be distributed to your loved ones more quickly. Cost Savings: By avoiding court fees and minimizing legal expenses, more of your estate is preserved for your beneficiaries. Continuity: A Trust also provides for seamless management of your assets if you become incapacitated, as your successor Trustee can step in immediately without court involvement. Your Melbourne Family Isn't Cookie-Cutter; Your Plan Shouldn't Be Either Every family in Melbourne is unique, and a one-size-fits-all approach to estate planning is ineffective. A knowledgeable attorney can tailor a plan to your specific needs: Young Families: The focus is often on nominating guardians and establishing trusts for minor children. Blended Families: Planning is critical to clearly define how assets are distributed between a current spouse and children from a previous relationship, preventing disputes. Business Owners: A plan must integrate business succession strategies to ensure the company you built can continue to thrive. Retirees: The focus may shift to asset preservation, legacy planning for grandchildren, charitable giving, and planning for long-term care. Your Legacy is a Choice—Make It a Deliberate One Estate planning is one of the most profound acts of love and responsibility you can undertake for your family. It replaces uncertainty with clarity, chaos with order, and court control with your control. It ensures that your life's work creates a lasting, positive legacy for the people you care about most. Don't leave your family’s future in Melbourne to chance. Take the First Step Today Creating a comprehensive estate plan is a straightforward process when guided by an experienced professional. If you are ready to secure your family’s future and build your legacy with intention, we invite you to take the next step. Book Your Consultation Today . Contact a knowledgeable Melbourne, Florida estate planning attorney at Sibley Law & Associates, PLLC to begin designing a plan that provides true peace of mind for you and your loved ones. This article is a service of Sibley Law & Associates , a Personal Family Lawyer® Firm . We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That's why we offer a Life & Legacy Planning Session™, during which you will get more financially organized than you’ve ever been before and make all the best choices for the people you love. You can begin by calling our office today to schedule a Life & Legacy Planning Session™. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking legal advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
Photo by Malone & Company Photography. "Tony Hsieh." May 24, 2010. www.flickr.com/photos/siliconprairienews/4636417133 Imagine this: you build an empire worth hundreds of millions, transform a city, and leave behind a legacy of innovation and generosity—only to have your loved ones spend years trapped in legal battles because your estate plan was missing, outdated, or misunderstood. This isn’t fiction. It’s the real story of Tony Hsieh, former CEO of Zappos, who died unexpectedly in 2020 at just 46. For years, it was believed he had no will. Then—nearly five years later—a mysterious document surfaced. And just like that, everything changed. But the damage was already done. A Legacy Lost in Limbo Tony Hsieh’s fortune, once valued at over $500 million, has been tied up in legal fees, creditor claims, and emotional turmoil for his family and business partners. The recently discovered will, dated 2015, was found not by a lawyer or family member, but in the possession of a man suffering from Alzheimer’s who had recently passed away himself. The will allegedly includes: A no-contest clause threatening to disinherit family members if they challenge it Confusing instructions Unknown executors, including someone close friends say they’ve never heard of Even if this document is deemed legally valid, it may raise more questions than answers. It also raises a critical truth: Without proper estate planning—no matter your age or net worth—your legacy can unravel fast. Why Traditional Estate Planning Falls Short At Sibley Law & Associates, we often see how traditional estate planning fails families. A will alone, even when properly signed and notarized, is not a plan. It's a document. And documents, especially if they're hidden, outdated, or incomplete, can create more conflict than clarity. Here’s what often goes wrong with traditional estate planning: The plan exists only in documents, not in conversations or relationships. The will is not stored securely or is forgotten altogether. There’s no clear guidance for what loved ones should do when the unthinkable happens. There’s no connection between the documents and a complete asset inventory. There’s no system in place to update the plan as life, relationships, and assets change. These gaps are what allow confusion and conflict to creep in—just like they did in Hsieh’s case. The Cost of an Incomplete Plan Tony Hsieh’s family has spent five years managing uncertainty, litigation, and pressure—all while grieving a tragic loss. His businesses, properties, and philanthropic intentions have been caught in limbo. What should have been a well-protected legacy has instead become a cautionary tale. Here at Sibley Law, we ask every client: If something happened to you tomorrow… would your loved ones know what to do? Would they know who to call? Would they be protected from unnecessary stress, court battles, or infighting? Why Life & Legacy Planning® Is Different We don’t believe in one-size-fits-all documents. We believe in relationships, updates, and real clarity . That’s what our Life & Legacy Planning® process is designed to provide. When you work with us, you’re not just getting a will or trust. You’re creating a living, evolving plan that includes: A complete inventory of your assets—so nothing gets lost or overlooked Instructions on where to find your plan and who to contact Ongoing updates to keep your plan aligned with your life Guidance for the people you’ve named—so they’re not left wondering what to do A relationship with your Personal Family Lawyer®—so your family has a trusted guide A chance to share not just your assets, but your values and stories with future generations This is how we keep families out of court and out of conflict—no matter what. Planning for Life. Building for Legacy. At Sibley Law, our mission is clear: to help Florida families create strong, legally sound plans that protect what matters most. We believe that legacy isn’t just about wealth. It’s about clarity, continuity, and care. Let Tony Hsieh’s story serve as a powerful reminder: It’s not enough to write a will. You need a plan. And your plan needs to be living, reviewed, and connected to the people you love. This article is a service of Sibley Law & Associates , a Personal Family Lawyer® Firm . We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That's why we offer a Life & Legacy Planning Session™, during which you will get more financially organized than you’ve ever been before and make all the best choices for the people you love. You can begin by calling our office today to schedule a Life & Legacy Planning Session™. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking legal advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
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