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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

May 11, 2026

Tax-Managed Long-Short Strategies: Smart Tax Move?

Tax-managed long-short strategies can help investors defer taxes and diversify concentrated stock positions — but they do not eliminate taxes, and the real value often comes from risk reduction...

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Estate planning scene showing a last will and testament document with pen, family photograph, and personal items on a desk, representing probate and the transfer of assets after death

May 4, 2026

What Happens When a Will Goes Through Probate

A clear, step-by-step breakdown of the probate process, timelines, costs, and planning...

A multigenerational family gathered around a table during the holidays, discussing documents, finances, and future plans in a warm, organized setting.

November 28, 2025

10 Essential Year-End Money Conversations to Have With Family Now

Jimmy Buffett's Estate Faces Legal Showdown Image of Buffet

June 19, 2025

Margaritaville Meets the Courtroom: What the Jimmy Buffett Estate Battle Reveals About Trusts, Taxes, and Family Dynamics

When most people think of Jimmy Buffett, they think of sunshine, salt-rimmed margaritas, and easy...

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