Insights & Guidance

Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.

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What Not Having An Estate Plan Cost Prince’s Siblings
Estate Planning

April 10, 2023

What Not Having An Estate Plan Cost Prince’s Siblings

Not having a estate plan could become a financial burden surviving loved ones may not be prepared for. So, what happens when they cannot afford to com...

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Differences Between Moving to a New Home v a New State In Your Estate Plan
Estate Planning

April 3, 2023

Differences Between Moving to a New Home v a New State In Your Estate Plan

Whether you’ve just bought your first home, finished building your dream home, relocated for a career or business opportunity, retirement, or other re...

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When A Sole Heir Dies: The Gaps In Whitney Houston’s Estate Plan
Estate Planning

March 27, 2023

When A Sole Heir Dies: The Gaps In Whitney Houston’s Estate Plan

Whitney Houston Estate Plan, a story on errors and costly mistakes. For many parents, creating an Estate Plan is one of the most important things they...

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Top Three Reasons To Spare Your Loved Ones From the Stress of Probate
Probate

March 20, 2023

Top Three Reasons To Spare Your Loved Ones From the Stress of Probate

The thought of leaving behind loved ones is a painful one, but the idea of putting them through the Probate process may be a harder pill to swallow. T...

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How Much Should An Estate Plan Really Cost?
Estate Planning

March 13, 2023

How Much Should An Estate Plan Really Cost?

Estate Planners are often asked a question that has no definite answer: “How much does Estate Planning cost?” While this may seem like a simple enough...

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A Remarriage Can Significantly Impact Your Estate Plan – Even if It’s Not Yours
Estate Planning

March 6, 2023

A Remarriage Can Significantly Impact Your Estate Plan – Even if It’s Not Yours

Divorce is more common now than it was in the past. So is remarriage. However, it is not just your own divorce and subsequent marriage that can affect...

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You Can Create a Highly Customized Method for Passing on Your Real Estate
Estate Planning

February 27, 2023

You Can Create a Highly Customized Method for Passing on Your Real Estate

You Can Create a Highly Customized Method for Passing on Your Real Estate. Owning real estate continues to be a very popular investment vehicle for in...

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The Answer To Securing And Providing More For Your Spouse
Uncategorized

February 27, 2023

The Answer To Securing And Providing More For Your Spouse

The Answer To Securing And Providing More For Your Spouse. No one wants to pay more taxes than they have to. To carry out this objective, many people ...

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Should You Include Your Stepchildren or Step-grandchildren in Your Will or Trust?
Estate Planning

February 27, 2023

Should You Include Your Stepchildren or Step-grandchildren in Your Will or Trust?

Should You Include Your Stepchildren or Step-grandchildren in Your Will or Trust? The structure of families has changed in the United States: Accordin...

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