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When you inherit a house, secure the property right away by changing locks and removing valuables, update the insurance to cover a vacant home, and arrange for regular maintenance to prevent damage. You’ll also need to review legal documents, settle any debts tied to the property, and consider creating a Life & Legacy Plan to make the process easier for your family.

Without a clear plan, your loved ones may be forced into heartbreaking decisions about your medical care and organ donation. This article explains how a legacy plan protects your voice, eases the burden on your family, and ensures your wishes are honored—no matter what.

Many people assume their retirement accounts will be handled through their will—but that’s not the case. In 2025, with new SECURE Act 2.0 rules in effect, IRA trust planning has become more important than ever. If you want to protect your IRA from creditors, taxes, or even your beneficiary’s own spending habits, an IRA Trust could be the smart solution your estate plan needs.

Think a Power of Attorney means giving someone full control—or that it lasts forever? Think again. In this post, Sabine Franco breaks down what a Power of Attorney actually means, clears up common myths, and explains why it ends at death. You’ll also learn what steps you can take now to make sure your family isn’t stuck in court later. It’s simpler than you think—especially when you plan ahead.