Category: Family Estate Planning
With Valentine’s Day around the corner, you might be thinking about flowers, chocolates, and/or a romantic dinner. Despite the fact that they’re all great ways to show your loved...
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This February 1, states across America observe National Unclaimed Property Day, chosen to remind you about a surprisingly widespread financial problem: billions of dollars in forgotten assets currently...
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Your mom told you not to worry; she had everything handled. You were her power of attorney, helping her pay bills and manage her accounts. When she passed...
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You open the door to your parents’ home for the first time since the funeral. Closets stuffed with decades of clothes. Cabinets filled with china no one uses....
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You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A...
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The SECURE Act 2.0 brought some of the biggest changes to retirement planning in decades. While most people think it only affects their retirement accounts or may not even...
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Michael Duarte had everything to live for. At 39, the popular food influencer was building his brand, sharing recipes with millions of followers, and raising his 6-year-old daughter Oakley...
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When adult siblings come together to care for aging parents, something unexpected often happens. Instead of bringing families closer, the experience frequently exposes old wounds and creates new rifts...
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Think your family’s White Elephant gift exchange gets competitive? Wait until there’s no estate plan and they’re fighting over Dad’s classic car instead of a singing fish. Learn why...
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As the holidays approach, families gather to share food, laughter, and stories. But amid the joy, there is often an unspoken truth: many families avoid the conversations that matter...
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