The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One
The Family Information Organizer is here to help you navigate loss while also making sure you have everything you need in times of emergency or natural disaster. With this book, you will:
Be motivated to gather all your essential information now, rather than when it’s too late.
- Have all your important information in one place.
- Have peace of mind in times of loss, or emergency.
- Be able to make sure your family knows everything they need to when you’re not around.
- Be able to share this fantastic tool with your friends and family.
Don’t be caught unprepared, use The Family Information Organizer today!
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Recent Insights
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Collaborative Divorce: Navigating Legal and Financial Decisions with Clarity
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Roxanne Alexander
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Adam B. Cordover
Divorce can be one of life’s most challenging transitions, affecting both emotional well-being and financial stability. How the process unfolds can influence your future for years to come. Collaborative divorce offers an approach that emphasizes clarity, control, and cooperation. While it may not be right for everyone, it provides a structured path for families who…
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Giving Back—and Giving Forward: A High-Level Look at Charitable Lead Trusts
For families and individuals who want their wealth to reflect their values, estate planning is about more than numbers—it’s about purpose. Many seek ways to have a lasting philanthropic impact while also ensuring their loved ones are supported for generations. A Charitable Lead Trust (CLT) is one strategy that can help accomplish both. Real-Life Scenarios:…
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Talk Your Chart | Artificial Intelligence, Global Markets, And What Really Drives Returns | Ep. 73
In Episode 73 of Talk Your Chart, Marcos and Brett begin by diving into the ongoing debate about Artificial Intelligence (AI) and its potential as a market bubble. They explore the real-world implications of AI for the economy, industries, and global markets. Drawing on historical market comparisons, such as Alan Greenspan’s 1996 warning about “irrational…
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Heads or Tails: Navigating Pet Custody During Divorce
Divorce is rarely easy, and when pets are involved, it can become even more emotionally complex. For many couples, deciding who gets custody of a pet can be as heart-wrenching as dividing financial assets or determining child arrangements. Legally, pets are considered property in most states—but emotionally, they’re often family. That disconnect between law and…
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A Smart Giving Strategy: How Charitable Remainder Annuity Trusts Turn Generosity into Legacy
Because Giving Shouldn’t Mean Giving Something Up Imagine this: You’ve worked hard, invested wisely, and now you’re thinking about how to share that success—not just with your loved ones, but with the causes and communities that shaped your journey. The question is no longer if you should give. It’s how to give meaningfully—without compromising your…
