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10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
1) Thinking a Will is Enough A will is essential, but it only kicks in *after* you’re gone. It doesn’t cover situations like sudden illness or incapacity. You need separate guardianship documents specifically designed to address these “what if”...
The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, a computer engineer from Wales, who has now spent more than a decade fighting to recover a discarded hard drive...
Gene Hackman’s Estate: A Wake-Up Call
The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for everyone – married couples especially – regardless of your net worth. Whether you have significant assets or just want to...
Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news when headlines about a bank failure catch your eye. Your...
