Family & Estate Planning


Rethinking Your Approach to Family Finances

Family has always been at the heart of the American Dream. We work, we...

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Why a Will Is Not Enough

I get asked all the time “If I have a will, why do I need anything...

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The Most Important Personal Account You Must Have

There is new research that says couples that only have a joint bank account...

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The Talk (and Planning) Every Parent Owes Their Adult Kids

Nearly two thirds of participants in a recent survey said they think it is...

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A Late-Life Shock Women Can Avoid with Planning

A recent survey of more than 250 widows with a net worth of at least $1...

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