by Shihlan Chen | Sep 17, 2025 | Uncategorized
Here’s a stat that gets our attention: 70% of families lose control of their assets by the third generation. Not because markets crash, but because families don’t talk and don’t put a clear estate plan in place. The good news? When you pair open conversations with a...
by Shihlan Chen | Sep 16, 2025 | Blog Designer
Parenting is a full-time juggle, and the legal and financial prep often slides to "later." The good news: a few simple moves today can make a big difference for your kids tomorrow. Here are seven common slip-ups we see—and quick, practical fixes. Mistake #1:...
by Shihlan Chen | Jul 15, 2025 | Blog Designer
The massive tax legislation known as the “One Big Beautiful Bill” (“OBBB”) became law on July 4, 2025, brings sweeping changes that will affect nearly every American family. While much of the media attention has focused on the political drama surrounding...
by Shihlan Chen | May 14, 2025 | Blog Designer
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 people you love? That’s the reality many American families face when thinking about the...
by Shihlan Chen | Apr 28, 2025 | Blog Designer
The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for everyone – married couples especially – regardless of your net worth. Whether you have significant assets or just want to...
