A Comprehensive Legacy Plan Is More Than Documents
If you’ve signed a will, trust, or power of attorney, I want to start here:you did something meaningful. For […]
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When the Ultra-Wealthy Get a “Trust Reveal”… and the Rest of Us Get a Logistical Crisis
Why planning ahead matters even if you’re not sitting on a $100M fortune The Wall Street Journal recently highlighted an
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5 Signs It’s Time to Start Your Legacy Plan (and Why Most Families Miss Them)
Most families don’t realize it’s time to start their legacy plan until something stressful, urgent, or emotional pushes them into
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When the Holidays Show You What’s Changed
There’s a certain sound to the holidays. The squeak of the front door that’s been opening to family for
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Legacy Planning Lessons from the Kardashians (Yes, Really)
What reality TV can teach us about real-life clarity, communication, and the quirky things we care about most. Most people
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Why Our Parents Aren’t Talking — and Why We’re Stuck
They say the greatest act of love is legacy planning. Yet for many families, legacy means silence. The Silent
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The Gentle Art of Swedish Death Cleaning: How to Start This Weekend
The Swedish call it döstädning—“death cleaning.” But despite the name, it isn’t really about dying. It’s about lightening your life
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The Executor’s Catch-22: Bills to Pay, But No Money to Pay Them
Serving as an executor can feel like running a race where the bills take off at the starting line, but
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What is Human-Centered Estate Planning?
Human-Centered Estate Planning: Protecting People, Not Just Property When most people think about estate planning, they imagine stacks of legal
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What Assets Avoid Probate (and Which Face Taxes)
What Assets Avoid Probate—And Which May Still Be Taxed When someone passes away, their loved ones are often left sorting
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