News & Blogs
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The Hidden Risks of Growing Older Without a Life & Legacy Plan
If you are like most people, you probably assume that when the time comes, someone—your spouse,…
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The $1.5 Million Estate Planning Mistake You Can’t Afford to Make
Picture this: You and your spouse spend decades building a successful business, accumulating assets, and creating…
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Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead
Losing someone you love reshapes your world in ways you may never expect. Some changes are…
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The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
My colleague told me a story recently. Her son moved into his first apartment at college…
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Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
A client once told me she would give anything to hear her grandmother’s voice again. Her…
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The Cost of a Cheap Plan: Why “Bargain” Estate Planning Often Costs the Most
I had an interesting conversation with a potential client last week. After explaining my Life &…
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Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning
You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe…
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The Big Beautiful Bill
The One Big Beautiful Bill: What It Means for Your Family’s Financial Future The massive tax…
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Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth
The statistics are sobering. According to the Federal Reserve’s 2022 Survey of Consumer Finances, the wealth…
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What Priscilla Presley’s Lawsuit Reveals About the Prevalence of Elder Abuse
June is Elder Abuse Awareness Month, and there’s a case in the headlines right now that…
Latest Posts
- The Hidden Risks of Growing Older Without a Life & Legacy Plan
- The $1.5 Million Estate Planning Mistake You Can’t Afford to Make
- Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead
- The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
- Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
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