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Family Legacy Articles


Family Legacy Planning: 6 Tips for Holding a Family Meeting About Money

As a parent, your family bond is important but at times challenging. As you can imagine, having a family meeting to talk specifically about money is no easy feat. At the same time, discussing finances to your family may be one of the...

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Castle Financial: When More Money Means More Problems For Your Family

Those attuned to popular early rap may remember the notorious B.I.G. song, “Mo Money, Mo Problems.” In a similar sense, even conventional estate planning may lead to major family rivalries and contention, especially...

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