- Legacy Planning, Reimagined™
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2025
December 29, 2025
You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A simple family mission statement can dramatically increase the odds that your wealth and your relationships stay intact for generations...
December 21, 2025
The SECURE Act 2.0 reshaped retirement planning. Learn how these changes impact your loved ones and why proper planning matters now…
December 14, 2025
Popular social media influencer Michael Duarte's sudden death at 39 reminds us that tragedy strikes without warning, making financial preparation essential for protecting the people we love most...
December 7, 2025
Caring for aging parents alongside siblings can strain even the closest family relationships. Learn why these tensions arise and how proper planning now can prevent conflict when your own children face these decisions…
December 1, 2025
Think your family's White Elephant gift exchange gets competitive? Wait until there's no estate plan and they're fighting over Dad's classic car instead of a singing fish. Learn why your legacy shouldn't be left to chance (or family politics)...
November 24, 2025
The holidays are the perfect time to talk about death, money, and legacy, not with fear, but with love...