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When it comes to protecting your family’s future, smart planning makes all the difference—whether it’s navigating the complexities of Medicaid or ensuring your estate plan is rock solid. Both of these processes are about safeguarding what matters most to you, and when done right, they provide peace of mind that your family will be cared…

I know that dealing with death is not fun.  I know that it is scary to even talk about it to some people.  However, putting your head in the ground like an Ostrich and ignoring it is just irresponsible! I have a very sad story that literally happened recently that I thought was worthy of…

Okay, I get it—talking about estate planning over turkey and pie isn’t exactly festive. But think about it: Thanksgiving is one of the few times when family members are gathered in one place, relaxed (hopefully), and feeling grateful. This creates the perfect opportunity to bring up some important topics, like your estate plan. Trust me,…

When Thanksgiving rolls around, it’s not just about turkey and stuffing—it’s also a time to reflect on the blessings in your life and consider how you can give back. If you’re feeling especially grateful this season, you might want to think about how charitable giving can play a role in your estate plan. At Rosenberg…

The holiday season is upon us, and if you’re like most people, you’ve already started feeling the pull to spend. Gifts, travel, holiday parties—it all adds up fast. In fact, Americans are expected to spend more than $800 on holiday gifts alone this year. But while the spirit of giving is wonderful, you don’t want…

If you’re reading this, you’re probably thinking, “Estate planning? Ugh, no thanks.” And I get it. It doesn’t exactly sound like a day at the park. But here’s the thing: planning for the future can actually be… fun? Okay, maybe not fun like a roller coaster, but definitely not as bad as you think. At…