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Special Report: MUST READ AND ACT Before 12/31 If You Have Crypto Assets!
If you or your family members hold crypto assets, there’s a critical change coming up […]
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Year-End Options for Giving to Charity
The desire to make a difference doesn’t end when we’re gone. For many people, incorporating […]
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Common Estate Planning Questions Part 2 of 2
When it comes to planning for your family’s future, the options can feel overwhelming. Should […]
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Court Ruling Halts Corporate Transparency Act: What You Need to Know
A federal judge in Texas issued a ruling this week that could affect millions of […]
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Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of […]
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Lessons from Tony Bennett’s Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated […]
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Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the […]
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The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a […]
