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Estate Planning Assumptions That Can Catch You Off Guard
Inheritance Rules Don’t Always Work The Way You Expect I was recently reminded of a conversation I had last year with an immigrant who wondering
Charitable Giving for a Lasting Legacy
How Charitable Giving Strengthens Your Estate Plan Many people think of charitable giving as something they do during their lifetime. They support causes that matter
Estate Planning Every Business Owner Needs To Know
Protect Your Company, Protect Your Legacy Running a business requires careful planning, vision, and ongoing decision making. Most business owners are diligent planners when it
A New Year’s Revolution for 2026
Forget New Year’s Resolutions. It’s Time for a New Year’s Revolution. As we step into 2026, many people are thinking about resolutions. Eat better. Exercise
A Holiday Message of Gratitude and Reflection
A Season for Gratitude, Reflection, and Looking Ahead The holiday season has a way of inviting us to slow down, at least a little. It’s
Plans Are Worthless, But Planning Is Everything
Why the Plan Doesn’t Matter, but Planning is Everything Dwight D. Eisenhower once said, “Plans are worthless, but planning is everything.” While he was talking
