by Nanette Duffey | May 19, 2026 | Insights
In an era where so much of daily life unfolds across devices and online platforms, what happens to your emails, photos, social profiles, and digital finances when you’re no longer here to manage them? Families often discover too late that passwords and logins vanish...
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 | May 18, 2023 | Insights, Legal Documents
Towering many feet up in the air, peering over the edge with her toes curled tightly around the rock a diver nervously looks over the edge. She fears the dive, but jumps first, and splashes down in the water. Now, with palms sweating and knees shaking, it’s your turn...
