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Need to Know Blog

A Tale of Two $150,000 Inheritances

Posted by Jacquelyn Roys Clifton | Jul 18, 2026 | 0 Comments

When it comes to leaving money to the next generation, how you leave it can be just as important as how much you leave. Consider two families who each wanted to pass down $150,000 to their child. One family had a thoughtful estate plan in place. The other did not. The result? Two very different o...

3 Reasons We Run From Estate Planning

Posted by Jacquelyn Roys Clifton | Jul 16, 2026 | 0 Comments

For many people, estate planning feels as appealing as a root canal. But everyone wants to ensure their loved ones are cared for and their assets to the right people. Whether you're leaving $10 or $10 million, married or single, with kids or without, estate planning helps make it happen. Don't l...

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