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You think you’ve done everything right with your estate planning. Then tragedy strikes, and a simple paperwork error costs your children $1.5 million in taxes. Read more...
New Blog Post DescriptiPrices are up, the future feels uncertain, and for many families, every dollar matters more than ever. This Labor Day, we’re reflecting on how smart planning—not panic—can help you protect what you’ve earned and ensure it supports the people you love. Here’s why Life & Legacy Planning is essential now more than ever. Read more…on
Fame and fortune couldn’t protect wrestling legend Hulk Hogan’s family from the heartbreak of estrangement and inheritance disputes. His story reveals why even celebrities need estate planning that goes beyond the documents. Read more...
Congress has officially passed sweeping tax legislation that could dramatically shift your financial landscape — whether you're a business owner, real estate investor, or just trying to keep more of what you’ve earned. Here’s what you need to know now…
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