Insights to Guide Your Financial Future
Clarity, education, and practical strategies for building a secure and confident life.
Welcome to our Financial Insights Hub a space dedicated to simplifying important topics around estate planning, retirement income, tax strategies, and long-term financial wellness. Here, you’ll find thoughtful, easy-to-understand articles created to help you make informed decisions, protect your wealth, and plan confidently for the future ahead.
Living Legacy Planning Trust
Blogs
Top Financial Mistakes Families Make When Setting Up a Trust — and How to Avoid Them
November 25, 2025
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College Funding Strategies Every Parent Should Know Before It’s Too Late
November 26, 2025
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Why Every Business Owner Needs a Trust: Protection, Tax Benefits, and Generational Wealth
November 26, 2025
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Tax-Smart Planning: Using Trusts, Insurance, and Investments to Keep More of Your Money
November 26, 2025
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When Should You Update Your Trust? Key Life Events That Require Immediate Changes
November 26, 2025
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