Category: Family Estate Planning
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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Many families focus on building wealth, but fewer think about keeping it. Research shows that a majority of wealthy families lose their wealth by the second generation, and by...
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You’ve built a life with someone you love – sharing a home, experiences, and maybe even finances – but without legal marriage, the law doesn’t automatically recognize your relationship....
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October 20–26, 2025, is Estate Planning Awareness Week – a national observance created to encourage Americans to think about what will happen to their loved ones and their assets...
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