What is Human-Centered Estate Planning?
Human-Centered Estate Planning: Protecting People, Not Just Property When most people think about estate planning, they imagine stacks of legal […]
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What Assets Avoid Probate (and Which Face Taxes)
What Assets Avoid Probate—And Which May Still Be Taxed When someone passes away, their loved ones are often left sorting
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A Tale of Two Outcomes: When “Simple” Isn’t So Simple
Margaret was 72 when she passed away. She was a widowed mom with what she thought were “simple” assets: a
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What Happens If My Parent Dies Without a Will? (And the Documents You Really Need)
When both of my in-laws passed away within hours of each other, I thought we were “prepared.” We had the
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Why Do We Keep Putting Off Financial Planning?
I’ll admit it: even with years of experience in operations and strategy, I’ve had moments where I wanted to look
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Video from Tradeoff podcast on Estate Planning
Ever wonder what estate planning is all about? It might sound complex, but it’s one of the kindest things you
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Turning Tough Talks with Parents into Meaningful Moments
When I first started having tough talks with parents—in my case, with my dad—it didn’t happen in one big sit-down.
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The Final Goodbye: How to Plan a Memorial Service
What Planning a Memorial Is Really About Let’s be honest—talking about memorial planning isn’t exactly dinner table conversation. Most of
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Revocable vs Irrevocable Trusts: Which One Fits Your Life (and Legacy)?
Ever find yourself nodding along when someone says, “You should really set up a trust,” while secretly wondering if that
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Why Talking to Your Parents About Their Wishes Is So Hard—And How to Make It Easier
Talking to your aging parents about their wishes can feel overwhelming, awkward, or even impossible. But the truth is, knowing
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