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Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love
When you begin thinking about estate planning, one of the first questions you might ask is…
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Accidental Death at 39: Here’s What You Need to Know
Michael Duarte had everything to live for. At 39, the popular food influencer was building his…
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Caring for Aging Parents: How to Protect Relationships and Plan Ahead
When adult siblings come together to care for aging parents, something unexpected often happens. Instead of…
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The White Elephant Gift Nobody Wants: Family Conflict
We’ve all been there. The holiday White Elephant gift exchange starts out fun and lighthearted. But…
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How to Talk to Your Loved Ones About Death, Money, and Estate Planning at the Holidays
As the holidays approach, families gather to share food, laughter, and stories. But amid the joy,…
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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…
Latest Posts
- You Don’t Have to Have It All Figured Out Before You Start
- Why Your Legacy Deserves More Than a Basic Will
- Anne Heche Died in 2022. Her Family Is Still Paying for It
- Estate Planning for Unmarried Couples: Protecting the Person You Love
- Creating a Trust in Your Will vs. Creating a Living Trust: Part 2
