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Welcome to the Blog


Keep up with the latest news and updates

July 14, 2025

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Business Planning

7 Legal Mistakes That Could Destroy Your Business (And How to Avoid Them): Part 1 of 2

You've poured your heart, soul, and savings into building your business. You've worked countless hours, made sacrifices, ...

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July 14, 2025

0

Estate Planning

The One Big Beautiful Bill: What It Means for Your Family’s Financial Future

The massive tax legislation known as the "One Big Beautiful Bill" (“OBBB”) became law on July 4, ...

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July 14, 2025

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Estate Planning

The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone

"Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore ...

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July 7, 2025

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Estate Planning

When Paradise Turns to Pain: Jimmy Buffett’s Estate Battle

Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become ...

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July 7, 2025

0

Business Planning

Business in the Age of AI: Why You Still Need Strategy, Oversight, and a Trusted Guide

Artificial intelligence is changing the way we work, and fast. From automated emails to AI-generated contracts and ...

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June 30, 2025

0

Estate Planning

Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence

Every Fourth of July, we celebrate more than fireworks and barbecues. We honor the bold vision of ...

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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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