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Navigating Inheritance Conversations: Turning Tough Talks into Lasting Legacies

“A life of luxury sounds nice, but generational wealth sounds better.” (Unknown) As the old adage goes: “The first generation creates wealth, the second generation preserves wealth, and the third generation squanders it!” Our goal is to prevent this. If you’re fortunate enough to have created generational wealth, it’s extremely important that your heirs know…

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Wills

How many Wills do you need?

Most people know that without a Will there’s no guarantee that your intended heirs will actually inherit your assets. Dying without a Will also gives you no control over the administration of the estate, or what happens to the funds if one of your beneficiaries is a minor. What might come as news to you,…

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