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Death, Taxes, and Entitlement: What the “Every Cent” Story Gets Wrong

| Estate Planning | No Comments
Why financial literacy — not outrage — is the real inheritance lesson When a Burlington woman told SooToday that the government “took every cent” of her parents’ estate, her grief…
back to routine

Back to Routine, Forward with Intention—for Life and Business

| Business Planning, Estate Planning | No Comments
September always sneaks up on us. One week you’re eating peaches on the patio, the next you’re wondering how your calendar filled up overnight. That shift from the slower pace…

New Podcast Alert: Episode 6, 7 + 8

| Coda, Estate Planning | No Comments
Live Fully, Leave Well — A Weekly Micro Podcast with Andrew Brown New Episode Drop: Ep. 6 + Ep. 7 + Ep. 8 Ep. 6: Estate Planning Mistakes: What The…