Adulting, Made Easier – Stories & Straight Talk

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Estate Planning, Financial Planning Design Team Estate Planning, Financial Planning Design Team

5 Game-Changing Steps to Safeguard Your Loved Ones in 2025

Let’s make 2025 the year you stop procrastinating and start planning! Your loved ones deserve protection, and your legacy deserves to shine. Learn the five must-know steps to safeguard their future and preserve what matters most. Because estate planning doesn’t have to be overwhelming—it just has to get done. Read more.

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Estate Planning Design Team Estate Planning Design Team

Estate Planning Meets FAFSA: Let’s Talk Asset Savvy

Big news for families navigating college financial aid! The 2025-26 FAFSA is shaking things up with major changes that promise to make applying smoother than ever. But here’s the twist: these updates might just give your estate plan a run for its money. Planning for your family’s future now includes some FAFSA-savvy strategy. Curious? Let’s dive in. Read more.

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Estate Planning Design Team Estate Planning Design Team

Shelley Duvall’s Legacy: Estate Planning Lessons for Us All

Shelley Duvall, beloved for her iconic portrayal of Wendy Torrance in The Shining, has recently passed away at the age of 75. While her work will remain a timeless part of cinema history, her passing also brings to light some essential estate planning takeaways that we can all benefit from. Learn more about how her story can inform our approach to planning for the future. Read more.

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