Monthly Archives:: July 2025

Nobody Prepared Me for This! The Reality of Managing Inherited Real Estate

Inheriting a home isn’t just about making a decision to sell or keep—it’s about facing a long list of unexpected responsibilities. From securing the property to dealing with insurance gaps and ongoing maintenance, many families are caught off guard. Learn how Life & Legacy Planning can help you prepare your family now, so they’re not overwhelmed later. READ MORE

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

The sweeping tax and benefit changes in the “One Big Beautiful Bill” (OBBB) affect nearly every American family – from expanded child tax credits and temporary deductions to healthcare requirements and estate tax reform. While some provisions offer short-term relief, their temporary nature makes long-term planning more important than ever. Learn how Life & Legacy Planning ensures your loved ones are protected, no matter how the laws or economy change. READ MORE