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Estate Planning — 3 min read

Expanding the Definition of Legacy: Digital Footprints, AI, and Privacy in Estate Planning

News — 4 min read

Plan Strength: A Smarter, More Personalized Way to Elevate Your Estate Plan

Estate Planning — 3 min read

Trust in Estate Planning Tools: The Rise of AI and Consumer Skepticism

Estate Planning — 10 min read

Community Property States & Definition

Estate Planning — 4 min read

The Estate of Michael Jackson: A Look Into The King of Pop's Controversial Legacy

Financial Advisors — 3 min read

3 Steps to Helping Parents Choose the Right Guardian with Confidence

Estate Planning — 3 min read

What Robert DeNiro’s Kids and $500MM Inheritance Feud Teaches Us About Planning for the Unexpected

Financial Advisors — 4 min read

The Key to Effective Financial Planning? Comfort and Connection

Estate Planning — 3 min read

Michelle Trachtenberg’s Estate: What Happens to Her Legacy?