Barrett Legacy Estate Solutions

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  • July 30, 2021

Make Gifts That Your Family Will Love but the IRS Won’t Tax

Do not let constant political and financial speculation prevent you from making tax-free annual...

  • July 23, 2021

Fears When Talking about Money

Studies[1] have shown that the largest contributing factors to generational loss of wealth are...

  • July 20, 2021

What is Long Distance Caregiving?

Long distance caregiving means providing care for a person who lives an hour or...

  • July 16, 2021

Estate Planning Checklist to Facilitate Multigenerational Wealth Transfers

Studies estimate that 70 percent of family wealth is lost by the end of...

  • July 9, 2021

What is a Pet Trust?

It doesn’t matter what kind of pet you own, it is possible to provide...

  • July 2, 2021

Benefits of Working With a Boutique Estate Planning Law Firm

No offense to the Texans out there, but bigger is not always better. In...

  • June 25, 2021

Four Things to Make Your New Job a Success

Congratulations on your new job! Getting a job begins a major chapter in your...

  • June 18, 2021

How the Employee Onboarding Process Can Affect Your Estate Plan

Starting a new job is an exciting new chapter in your life. Depending on...

  • June 11, 2021

Caregiving in a Crisis

A caregiver tending to a loved one, a care partner, during a crisis is...

  • June 4, 2021

Life Insurance and Wealth Management

It may be time to reconsider how you plan to pass generational wealth to...

  • May 28, 2021

National Home Remodeling Month: Can I Remodel My Own Estate Planning Documents?

Do you know that, according to the National Association of Home Builders, May is...

  • May 21, 2021

The Lesson Plan for Your Estate

In honor of Teacher Appreciation Week, the first week of May, we are taking...