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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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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The Executor’s Circle of Experts: Who You Need and Why It Matters
You Inherit More Than a To-Do List When both of my in-laws passed away—on the same day, just four hours
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Power of Attorney, Explained: The 3 Documents That Protect You (and the People Who Love You)
If something unexpected happened—an accident, an illness, a surgery gone wrong—who would make decisions for you? Most people assume their
Legacy in the Living: A Reflection After the Texas Floods
I often talk about planning for after death—but today, I want to talk about the time we have before. Because
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