- Legacy Planning, Reimagined™
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July
July 28, 2025
Inheriting a home comes with hidden responsibilities that can overwhelm grieving families. From security concerns to ongoing maintenance, learn what to expect and how proper planning can prevent costly surprises…
July 20, 2025
What happens when one person has over 100 heirs? Whether you’re worth $17 billion or not, a thoughtful plan is essential to ensure your wealth—and your values—are passed on the way you intend…
July 13, 2025
Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes…
July 6, 2025
Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but relaxing for his family…