Legacy Protection Firm, PC

03/12/2026

David. Goliath. A Sydney fashion designer named Katie Perry.

In 2007, Katie Perry (now Katie Taylor) launched her Australian clothing label, built from scratch. Two years later, she opened her first showroom… and found a cease and desist letter waiting for her. From that Katy Perry.

What followed was an almost 17-year trademark battle that went all the way to Australia’s highest court. And this week? The designer won.

The High Court ruled 3-2 that her “Katie Perry” trademark was valid, that it wasn’t likely to cause consumer confusion, and that the pop star’s label and merchandise distributor had actually been “assiduous infringers” of her trademark.

Her response? “Trademarks are there to protect small businesses, not just large brands.”

This is exactly why trademark registration matters and why protecting your IP early is one of the most important things a small business owner can do.

Your name, your brand, your legacy. Protect it.



Source:The Guardian

01/08/2026

You planned the perfect holiday meals. You organized everyone’s schedules. You made sure every gift was thoughtful and on time.

You’re the planner. The one everyone counts on.

But here’s the truth: by not having your estate plan in place, you’re lowering your own standards. You’re settling for “I’ll get to it eventually” when you deserve the peace of mind that comes with “it’s handled.”

This year, let’s change that.

January appointments are filling fast. If getting your family protected is on your 2026 list, now’s the time to make it happen.

Comment or DM “READY” and I’ll send you details on Her Legacy Now – our streamlined estate planning service that gets you protected without the overwhelm.

01/06/2026

Save the date for our first workshop of 2026! ✨

ESTATE PLANNING FOR EMPOWERED WOMEN: Protect your legacy, family, and money (yep, your business too!)

🗓️ January 23rd at 12:30 pm pst
📍 Zoom (wherever you are)
💰 Free

DM me EMPOWERED and I’ll get you the link to register!
SHARE with other women who could use this!

12/31/2025

Last signing of 2025. A woman stepping into her next chapter.

This year I supported women in big life transitions. New babies. Empty nests. Divorce. First homes. First businesses. All of it.

Nothing feels better than seeing someone protect what they’ve built and choose stability for their family.

Onward. 2026 is about even more women owning their future and documenting what matters.

Ready when you are. ✍🏽

Shoutout to .real.estate for the referral. Posted with permission.

08/08/2025

¡Agosto es un buen mes para proteger a tu familia y tus bienes! No importa el valor. ¡Si es importante a ti protégelo!

📞 ¡Llámanos hoy! (650)503-3770

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07/21/2025

May he RIP. You never know when your time will come.

07/20/2025

Inheritance isn’t secure unless it’s structured ⚖️✨

Last week Australia’s now-infamous “mushroom-murder” case took a financial twist: the convicted cook is likely to lose every dollar she inherited—including the $2 million inheritance from her grandmother.

Why?

Because wrongful-death claims can pierce a simple will.

Here’s the simple truth: a signature and two witnesses do not create iron-clad protection.

Why this matters, especially for women:

1. Women are poised to steer trillions. Boomer women 60 + already control about $8 trillion in liquid assets and that figure will soar as the Great Wealth Transfer accelerates.
2. Lawsuits, creditors, and even new relationships can siphon that wealth before it ever reaches daughters or community causes.
3. Emotional wealth counts, too. When hard-won assets disappear in court, so does the story of sacrifice behind them. The unhealed trauma we pass forward.

So what do you do to protect it all?

Create a trust.
• It can protect assets from personal liability or wrongful-death actions.
• Delay or stagger distributions so heirs aren’t forced (or allowed) to liquidate during crises.
• Embed values clauses like education, healing retreats, or seed capital for the next visionary woman in the line.

Here’s the our perspective.

Estate planning is not a morbid checklist; it’s a living ritual of protection.

Our modern estate model weaves:
• Legal armor (trusts, healthcare directives, successor-trustee protocols)
• Ancestral healing (ethical wills that name stories, not just stocks)
• Financial sovereignty training for the women who will steward tomorrow’s wealth

Because freedom isn’t just gained, it’s protected.

If your current plan is a single-page will signed back in 2017, consider this your loving nudge: upgrade the container so your legacy can’t leak.

Ready to create a trust that outlives lawsuits and outloves fear? Let’s talk!

06/19/2025

A 39-year-old man was shot and killed during a “No kings” protest in Utah.

He leaves behind a wife and two young children. His legacy will live on in the clothes he designed and those he supported.

Just a reminder that tomorrow isn’t promised.

A man killed in a 'No Kings' protest in Utah was a successful fashion designer, who dressed stars for premieres and red carpets.

06/19/2025

We love what we do Legacy Protection Firm, PC and we want to make estate planning accessible.

For the next 10 clients who come into our office, we are offering our Family Protection Plans for $3500 (usually $5500) AND the option to:

1) Pay-in-full for an additional $500 off

OR

2) Opt-in to a 4 month payment plan ($875/month)

This promotion ends when we reach 10 plans!

Schedule your free call today or send us an email to secure your spot and protect your family!

04/15/2025

The first step to financial peace? Knowing exactly where your money goes.

Today's tip: Track ALL expenses for just one week. The patterns might surprise you!

What unnecessary expense have you recently eliminated?

04/08/2025

This Thursday, April 10th, we we will be hosting our first Estate Planning En Español! We will be explaining the difference between a will and a trust and much more.

Know someone who owns a home? Has assets? Has kids? Or who has busted their behinds to build wealth?

AND

Who is a Spanish speaker?

Then have them join us this Thursday April 5th at 5:30pm in our office in San Mateo!

Text us at (650) 503-3770 to reserve their spot!

There will be plenty of time for questions.

_____________________

Este jueves 10 de abril, ¡presentaremos nuestra primera Planificación Patrimonial en Español! Nos vanoms a explicar que es la diferencia entre un will (testamento) y un living trust (fideicomiso)

¿Conoces a alguien que sea propietario de una casa? ¿Tiene bienes? ¿Tiene hijos? ¿O que se haya esforzado al máximo para crear riqueza?

Y

¿Quién habla español?

¡Entonces invítalos a que nos acompañen este jueves 5 de abril a las 5:30 p. m. en nuestra oficina de San Mateo!

¡Envíanos un mensaje de texto al (650) 503-3770 para reservar su lugar!

Habrá mucho tiempo para preguntas.