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How Life & Legacy Planning Promotes Independence
  • Post author:Sotera Anderson
  • Post published:June 30, 2025

How Life & Legacy Planning Promotes Independence

Every Fourth of July, we celebrate more than fireworks and barbecues. We honor the bold vision of people who refused to accept the status quo and instead created a framework…

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  • What Priscilla Presley’s lawsuit teaches us about the prevalence of elder abuse
    • Post author:Sotera Anderson
    • Post published:June 17, 2025

    What Priscilla Presley’s lawsuit teaches us about the prevalence of elder abuse

    June is Elder Abuse Awareness Month, and there’s a case in the headlines right now that drives home just how important this issue is. Priscilla Presley, 79, is currently in…

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  • This Father’s Day Take Your Provision One Step Further
    • Post author:Sotera Anderson
    • Post published:June 9, 2025

    This Father’s Day Take Your Provision One Step Further

    Father's Day arrives each June filled with barbecues, baseball games, and heartfelt cards celebrating the dads who shape our lives. While ties and tool sets make thoughtful gifts, what if…

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  • The $700M Mistake – Why an Asset Inventory Is So Important
    • Post author:Sotera Anderson
    • Post published:June 2, 2025

    The $700M Mistake – Why an Asset Inventory Is So Important

    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,…

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  • The Missing Will Mystery – How Zappos CEO’s Estate Chaos Could Have Been Avoided
    • Post author:Sotera Anderson
    • Post published:May 26, 2025

    The Missing Will Mystery – How Zappos CEO’s Estate Chaos Could Have Been Avoided

    Imagine this: Your like Zappos CEO and you've built a business empire worth hundreds of millions of dollars, transformed a city's downtown area, and touched countless lives with your vision…

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  • Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
    • Post author:Sotera Anderson
    • Post published:May 19, 2025

    Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy

    Memorial Day isn’t just about barbeques or pool parties. It’s a day to collectively pause and honor the brave men and women who made the ultimate sacrifice for our freedom…

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  • Understanding Bookkeeping: The Backbone of Every Successful Business
    • Post author:Sotera Anderson
    • Post published:May 13, 2025

    Understanding Bookkeeping: The Backbone of Every Successful Business

    Guest Post by Ian Johnston In the world of business, numbers speak louder than words. Whether you're running a bustling retail shop, a freelance consultancy, or a multinational corporation, accurate…

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  • A Mother ‘s Legacy: Estate Planning as Your Greatest Expression of Love
    • Post author:Sotera Anderson
    • Post published:May 13, 2025

    A Mother ‘s Legacy: Estate Planning as Your Greatest Expression of Love

    When we think about Mother 's Day, we often picture breakfast in bed, handmade cards, and bouquets of fresh flowers. But what if there was a way for mom to…

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  • The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
    • Post author:Sotera Anderson
    • Post published:May 6, 2025

    The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones

    Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the…

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  • 10 Guardian Mistakes That Could Put Your Kids at Risk
    • Post author:Sotera Anderson
    • Post published:April 21, 2025

    10 Guardian Mistakes That Could Put Your Kids at Risk

    Imagine this: something unexpected happens, and you're suddenly unable to care for your children. It's a parent's worst nightmare.  In this situation, you'd want to know that your kids will…

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