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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 […]
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Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth
The Hidden History of Wealth Destruction Understanding today’s wealth gap requires acknowledging the deliberate policies that prevented Black families from accumulating assets, going back centuries. The Homestead Act of 1862 […]
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The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Imagine this: You’ve built a business empire worth hundreds of millions of dollars, transformed a city’s downtown area, and touched countless lives with your vision and generosity. Then, unexpectedly, you […]
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Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
Memorial Day isn’t just about barbeques or pool parties. It’s a day to collectively pause and honor the brave men and women who made the ultimate sacrifice for our freedom […]
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10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
The 10 Common Mistakes Parents Make When Choosing Guardians 1) Thinking a Will is Enough A will is essential, but it only kicks in *after* you’re gone. It doesn’t cover […]
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Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential
You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring […]
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Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news […]
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The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will and handle some paperwork. However, […]
