Retirement is less about where you stop working and more about where your money, property, and family plans work best for you. State laws quietly shape taxes, asset protection, and long-term control — often more than investment returns do.
Feb 6, 2026
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13 min read
Most retirement planning focuses on wealth and health. But many retirees quietly struggle with something else: the loss of relevance, purpose, and identity.
Jan 30, 2026
11 min read
... trigger leads will soon be a thing of the past, and big changes are coming for Opportunity Zones.
Aug 15, 2025
12 min read
When parents still hold assets (homes, personal property, business interests), getting a plan before death means fewer headaches, less emotional stress and more control.
Nov 21, 2025
The largest intergenerational transfer of real estate wealth in U.S. history is underway. Gen X and Millennials are poised to inherit trillions in homes, rental properties, and commercial real estate—often without preparation, coordination, or legal structure. That’s a recipe for conflict, tax leakage, and forced sales.
Jan 23, 2026
The IRS recently settled with a software billionaire's heirs for $750 million in back taxes and penalties due from the decedent's estate for fraudulent tax structures he created during his life.
Jan 16, 2026
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Real estate investors, title agencies, and law firms are swept up in the action
Mar 14, 2025
and it just got easier for employees to sue their employers
Jun 13, 2025
... and -- adding insult to injury -- taxing denaturalization
Jul 18, 2025
The major tax law changes passed in July 2025 will bear fruit in 2026 for business owners, professionals, and entrepreneurs who learn about them and identify the leverage they can provide.
Jan 9, 2026
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News highlights for real estate professionals and entrepreneurs with a side of business leadership advice courtesy of Florida's oldest and largest land trustee.
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