- Legacy Planning, Reimagined™
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Life Tips
September 2, 2025
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…
August 25, 2025
With inflation eating away at purchasing power and wages barely keeping pace, American workers are feeling the squeeze like never before. This Labor Day, discover why protecting what you've worked so hard to build has never been more important...
August 10, 2025
You created your estate plan documents, thinking you did the right thing. But then your loved ones are left dealing with a time-consuming, expensive mess you left them…
August 3, 2025
When Anna Harp lost her father, she didn’t get to say goodbye—but she found a final note that changed everything…
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 13, 2025
Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes…