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Understanding Inheritance Taxes: What You and Your Beneficiaries Need to Know

Feb 23, 2026 | Beneficiaries, Estate Planning, Family, Finances, Taxes

When planning for your death, there’s one issue you may not have thought about, but is so important to your beneficiaries: will your loved ones have to pay taxes on what you leave them? The answer isn’t straightforward because it depends largely on the types of...

Protecting Your Legacy: Why Life & Legacy Planning Matters for Black Families

Feb 16, 2026 | Children, Estate Planning, Family

In this article, you’ll learn why wealth is particularly vulnerable at the moment it transfers, how historical and structural inequities still affect Black families today, and how Life & Legacy Planning can help you protect what you’ve built so it benefits your...

What Happens to Your Debt When You Die?

Feb 9, 2026 | Children, Creditors, Death, Estate Planning, Family, Finances

Let’s explore what happens to different types of debt when you die, who might be responsible for paying them, and what steps you can take now to minimize the burden on your loved ones. How Debt Is Generally Handled After Death When you die, your debts...

Where Will You Live and How Will You Get and Pay for Care As You Age? A Legal and Practical Guide

Feb 1, 2026 | Death, Estate Planning, Family, Finances

If you’re planning for your own future or helping aging parents, understanding options for living and long-term care isn’t just about finding a nice place to live. It’s about navigating a complex web of legal, financial, and personal decisions that...

What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)

Jan 11, 2026 | Beneficiaries, Children, Death, Estate Planning, Family

In this article, you’ll learn how to organize your belongings, communicate your wishes, and create a plan that protects your family from drowning in stuff while preserving what truly matters. Why Your Possessions Need a Plan Too Most people think estate planning...

Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love

Jan 4, 2026 | Children, Estate Planning, Family, Trust, Wills

In this article, you’ll learn the real difference between wills and trusts, how each works in practice, and what you should consider before making a decision. More importantly, you’ll discover why choosing the right tool is only one part of building a plan that keeps...
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Recent Posts

  • Understanding Inheritance Taxes: What You and Your Beneficiaries Need to Know
  • When Should You Fire a Client? Signs It’s Time to Part Ways (And How to Do It Right)
  • Protecting Your Legacy: Why Life & Legacy Planning Matters for Black Families
  • From Side Hustle to Full-Time Business: Making the Leap Without the Risk
  • Should You Hire a Fractional CFO? What Business Owners Need to Know

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