Letters That Lasted – Abigail Adams’ Legacy

Portrait of Abigail Adams

As we continue our America 250 Legacy Series countdown to 2026, we spotlight a woman whose influence was as foundational as any statute: Abigail Adams. While John Adams was away debating the future of the nation, Abigail was at home ensuring there was a future to return to. Through over 1,100 letters, she didn’t just […]

Structure Matters – Alexander Hamilton’s Legacy

Portrait of Alexander Hamilton

As we count down to the 250th anniversary of the nation he helped build, our America 250 Legacy Series turns its eyes toward the man who gave the United States its financial backbone: Alexander Hamilton. Hamilton was more than just a revolutionary; he was a master of systems. He understood that for a nation to […]

The “Debt” Cautionary Tale – Thomas Jefferson’s Legacy

Portrait of Thomas Jefferson

Our America 250 Legacy Series continues, connecting the timeless lessons of our Founding Fathers to your personal estate planning journey! Today, we turn to Thomas Jefferson, the brilliant author of the Declaration of Independence and an unparalleled visionary. Yet, even great minds can leave complex legacies. Despite his monumental contributions, Jefferson died deeply in debt. […]

The Master Architect – Benjamin Franklin’s Legacy

Benjamin Franklin with Kite

As we march toward America’s 250th anniversary in 2026, our America 250 Legacy Series continues! Every Friday, we bridge the gap between the visionaries of 1776 and your family’s future in 2026. This week, we look to the ultimate polymath: Benjamin Franklin. While he is famous for flying kites and inventing bifocals, Franklin was also […]

Luck Has Nothing to Do with It

four leaf clover with marble background

My husband’s family is Irish. I feel in my bones that their Irish luck will rub off on me and I will somehow find my pot-of-gold. Or win the lottery. Actively planning to protect your family, however, is much better than just leaving everything to chance. Here are seven steps to take. 1.  Update beneficiary […]

Thirteen Estate Planning Terms You Need to Know

Estate planning—it is an incredibly important tool, not just for the uber-wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you become […]

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