Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more

Planning Lessons from Mufasa

July 24, 2019

Over the past few years, Disney has been creating live-action versions of their animated hits. Most recently, one of my personal favorites, The Lion King premiered. Being one of the most iconic Disney movies of all time, there is no way I can miss a chance to see this movie with my kids. There are many life lessons the movie teaches you, like: the importance of being cautious and mindful of who you trust, the effects of losing a loved one, learning that lost loved ones will always be a part of you, and more. Among the many takeaways from this movie, there is certainly emphasis on one thing: the circle of life. We are born, we grow up, we grow old, and we pass on leaving our legacy behind us. When leaving our family behind us, we want to make sure that our loved ones can “Be Prepared” for their future. Family disputes, such as those between uncles and nephews, are all too common (one of the reasons Estate Litigators get paid so much!)

Just as life begins, it comes to an end, and when it does end, we want to be sure that everyone we hold dear to us about will be taken care of. “Hakuna Matata for the rest of your days” may not be 100% realistic, but your planning need not be difficult. I would be happy to help make your planning easier.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more