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Welcome to the Blog


Keep up with the latest news and updates

June 1, 2026

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Estate Planning

Who Would Raise Your Kids If You Couldn’t? (What You Don’t Know About the First 72 Hours)

I work with parents on this exact question all the time, and especially this time of year, ...

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June 1, 2026

0

Business Planning

The 1099 You Shouldn’t Send: The Summer Hiring Mistake That Follows You Into April

Every summer, the same pattern plays out. Business picks up, the calendar fills, and the college student ...

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May 25, 2026

0

Business Planning

Do You Know Your Q3 Number? Most Business Owners Don’t, and Summer Is Why.

September comes faster than it should. You blink, and Q3 is over, and you are looking at ...

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May 25, 2026

0

Estate Planning

No One Warned Her About the Widow Penalty. Her First Tax Return Did.

She had been filing taxes the same way for thirty years. Married filing jointly. Two incomes, two ...

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May 18, 2026

0

Business Planning

Your Mid-Year Business Check-In: 5 Things to Review Before Summer (and One Deadline You Cannot Miss)

There is a particular kind of business owner who discovers a problem in October. They missed an ...

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May 18, 2026

0

Estate Planning

The Document That Fails When You Need It Most

This happens far more than it should. You signed a Power of Attorney (POA), named someone you ...

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10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1
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