In the past year and a half, we spent more time at home – and only at home – than we’d ever anticipated. Now that both the pandemic and our collective cabin fever is starting to decline, many people are reflecting on what lockdowns taught them about their houses and contemplating upgrades. But remodeling isn’t […]
View ArticleBereavement, Charitable Giving, Inheritance Tax Planning, Legacy Planning
Designing an estate plan that cares for your loved ones and makes a positive impact on the world isn’t as simple as deciding who gets how much of what. Your answers to these three questions will help you weigh your family’s unique dynamics and your values as you lay the foundation for a generational legacy. […]
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