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Estate Planning for Chosen Family & Blended Friend Groups: Protecting the People Who Actually Show Up for You — Especially During the Holidays
Thanksgiving has a way of reminding us who our real family is. Sometimes it’s the relatives we grew up with… but just as often, it’s the people sitting around the Friendsgiving table — the ones who bring a dish, stay to clean up, check on you when you’re stressed, and make you feel seen. As gatherings become more inclusive and friendships become lifelines, the idea of “family” has shifted. For millennials, Gen Z, LGBTQ+ individuals, single adults, transplants living states a
Nicole Palermo
5 days ago5 min read
Protecting Your Family Business Through Smart Estate Planning
For many families, the business isn’t just a source of income — it’s part of the family’s identity. Maybe it’s the bakery your parents opened 40 years ago, the small construction company that’s helped build your community, or the dental practice you’ve grown from the ground up. Whatever your story, your business represents years of work, sacrifice, and pride. That’s why estate planning for a family business looks a little different. It’s not just about dividing assets — it’s
Nicole Palermo
Nov 104 min read
Estate Planning for Blended and Modern Families: Protecting the People Who Matter Most
Families today don’t fit into one mold — and that’s something to celebrate. From blended families and stepchildren to same-sex couples, adoptive parents, and lifelong partners who never married, love builds families in countless ways. But when it comes to estate planning, modern family dynamics can create unexpected challenges. The law doesn’t always reflect the emotional bonds that make up your family. Without a plan in place, those you consider “yours” may not be protected
Nicole Palermo
Nov 35 min read
What Is Probate and Why Does It Take So Long? (And Why You’ll Want to Avoid It)
What the heck is probate, anyway? Probate is the legal process that happens after someone passes away — it’s how the court makes sure debts are paid and assets are distributed correctly. Sounds simple, right? Not always. Probate can take months (sometimes years), involve court fees, and become public record — meaning anyone can see who got what. It’s basically the long, official way to settle an estate… and it’s exactly why so many people plan ahead to avoid it. Losing a l
Nicole Palermo
Oct 234 min read
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