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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 a stable life for your family. You think you’ve done everything right with your […]
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How Labor Day Reminds Us That Estate Planning Is More Essential Than Ever
Labor Day has always been about honoring the American worker—the people who build our communities, power our economy, and create the foundation of our society. But this year, as we […]
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Why Estate Documents Fail
You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your financial advisor created your documents, or you might have done them yourself online, […]
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“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
When Anna Harp lost her father, Rudolph Clausing, she didn’t get to say goodbye. It was January 2021, during the height of the COVID-19 pandemic. Her dad had been battling […]
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Nobody Prepared Me for This! The Reality of Inheriting Real Estate
You’ve just lost someone important to you, and now you’re responsible for their home. Maybe it’s sitting empty while you figure out what to do next. Maybe you’re planning to […]
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Finally, Something You Can Learn from a Tech Billionaire
Imagine you’re worth $17 billion and have over 100 biological children—some born through relationships, others through anonymous sperm donations. What would your estate plan look like? More importantly, what could […]
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The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone
When you think about estate planning, you probably picture wills, trusts, and who gets what. But what happens when decisions are made about your body, without your full consent or […]
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What the Massive New Tax Bill Means for Your Family’s Financial Future
The massive tax legislation known as the “One Big Beautiful Bill” (“OBBB”) became law on July 4, 2025, brings sweeping changes that will affect nearly every American family. While much […]
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Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence
Every Fourth of July, we celebrate more than fireworks and barbecues. We honor the bold vision of people who refused to accept the status quo and instead created a framework […]
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A Texas Mail Carrier’s Act of Love Shows Why Your Pets Need a Plan Too
When Ian Burke, a mail carrier from Destin, Texas, heard that Floyd—a 70-pound dog he’d befriended on his delivery route—had ended up in a shelter after his owner’s death, he […]