by Nanette Duffey | May 5, 2026 | Estate Planning, Financial Literacy, Insights, Medical
When you’ve built wealth, be it modest or of generational proportions, you’re in a powerful but vulnerable position. This success grants you freedom, influence, and the ability to shape your legacy, yet it also opens the door to complex decisions that can quietly...
by Nanette Duffey | Dec 30, 2025 | Estate Planning, Giving, Insights, Taxes
Estate planning often overlooks the jewelry box, your treasure trove of sentiment, sparkle, and surprising value. A “jewelry box audit” helps you sort heirlooms wisely: rediscover cherished pieces, decide what to gift for others’ joy, sell for...
by Nanette Duffey | Dec 16, 2025 | Estate Planning, Giving, Insights
Many high-net-worth individuals want to leave the world better than they found it. The challenge? Doing so without triggering cash-flow crises, forced asset sales, or disappointed heirs. The good news is that a handful of proven strategies let you give today without...
by Nanette Duffey | Sep 30, 2025 | College, Estate Planning, Insights, Legal Documents, Paperwork
A Social Security card is a critical document for verifying identity in numerous personal and professional contexts, serving as a cornerstone for navigating life’s administrative requirements. Unlike a driver’s license, which doubles as a permit to operate a vehicle,...
by Nanette Duffey | Jun 10, 2025 | Bill Paying + Banking, Credit Reports and Scores, Estate Planning, Financial Literacy, Insights, Paperwork, Real Estate, Spending, Taxes
Losing a spouse is an emotional whirlwind, and navigating the financial aftermath can feel overwhelming. Understanding how joint accounts, shared debts, and credit reports are affected is crucial for protecting your financial stability during this challenging time....
by Nanette Duffey | May 7, 2024 | Estate Planning, Insights, Legal Documents, Paperwork
When it comes to estate planning, drawing up a plan—and completing it—spells out your intentions for distributing your estate to your loved ones, cherished places, and favorite organizations. Getting all your affairs in order and all your accounts squared away is the...
