We make the improbable, probable.

May 2026

27 May June Product Update

Posted at 22:10h in Product Update by Sage Miller 0 Comments

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June 2026 brings a refined focus on precision and adaptation across the industry. While the volume of carrier announcements is lean, the substance signals a clear shift toward streamlined mechanics and technological integration. We are seeing legacy products retired to make way for highly calibrated...

27 May The Irrefutable Asset: Designing Beyond the Will for the LGBTQ+ Estate

Posted at 22:10h in Article by Sage Miller 0 Comments

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As we look at estate planning for the modern, non-traditional, and LGBTQ+ family, standard legal frameworks often present hidden structural vulnerabilities. While federal recognitions like the Respect for Marriage Act provide a baseline of protection, they do not insulate a family from institutional friction, jurisdictional...