Estate Planning

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, ...

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Estate Planning

When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever

Labor Day has always been about honoring the American worker—the people who build our ...

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Estate Planning

The Cost of a Cheap Plan: Why “Bargain” Estate Planning Often Costs the Most

I had an interesting conversation with a potential client last week. After explaining my ...

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