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Everything Estate Planning

May 21, 2025

#369 | What if You Contribute to but Don't Own the Home?    

Imagine living in a home for decades, helping to pay the bills, and experiencing every high and low—yet your name isn't on the deed... so where does that leave you when the estate is settled? (𝘚𝘱𝘰𝘪𝘭𝘦𝘳 𝘈𝘭𝘦𝘳𝘵:


May 20, 2025

#368 | When Long-Therm Partners Have Zero Rights     

𝗗𝗼 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗮 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝗯𝘂𝘁 𝗻𝗼 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻?

This is one of the most overlooked risks in modern family life—especially for...


May 19, 2025

#367 | Advisors - The Bigger Risk Your Clients Aren't Talking About

📉 When markets dip, clients panic. We get it. 

But there’s an even greater threat many are overlooking—one that could jeopardize everything they’ve worked hard to build. 

𝘛𝘩𝘪𝘴 𝘮𝘦𝘴𝘴𝘢𝘨𝘦 𝘪𝘴...


May 16, 2025

#366 | Longevity vs Quality of Life: A Crucial Distinction

Living longer isn't always better. For example, what if your health fails years before your body does? 

In this week’s reading, I explore a compelling concept from Dr. Peter Attia’s "𝘖𝘶𝘵𝘭𝘪𝘷𝘦" —the stark contrast between merely...


May 15, 2025

#365 | Two Widows - One Devastating Week 

In this compelling episode, we share real stories from recent conversations that shook me—and should serve as a wake-up call for all of us. 

These aren't just legal matters. They represent life-altering moments that no one anticipates, but everyone should be prepared for.