- Legacy Planning, Reimagined™
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February 1, 2026
Planning for aging involves more than choosing where to live. It requires understanding how residence decisions affect Medicaid eligibility, asset protection, and your legal rights…
January 25, 2026
Every year, billions of dollars quietly sit with state governments, unclaimed and forgotten. Learn how proper estate planning keeps what you own from getting lost…
January 18, 2026
Probate can delay access to money, property, and answers when families need them most…
January 12, 2026
You've spent a lifetime collecting memories, treasures, and possessions, but without proper planning, these items could become an overwhelming burden for your loved ones…
January 4, 2026
Choosing between a will and a trust can shape your family’s future. Learn what to consider so your plan truly works...
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...