The Executor’s Catch-22: Bills to Pay, But No Money to Pay Them
Serving as an executor can feel like running a race where the bills take off at the starting line, but […]
The Executor’s Catch-22: Bills to Pay, But No Money to Pay Them Read More »
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
What is Human-Centered Estate Planning? Read More »
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
What Assets Avoid Probate (and Which Face Taxes) Read More »
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
A Tale of Two Outcomes: When “Simple” Isn’t So Simple Read More »
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
What Happens If My Parent Dies Without a Will? (And the Documents You Really Need) Read More »
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
Why Do We Keep Putting Off Financial Planning? Read More »
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
Video from Tradeoff podcast on Estate Planning Read More »
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.
Turning Tough Talks with Parents into Meaningful Moments Read More »
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
The Final Goodbye: How to Plan a Memorial Service Read More »
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
Revocable vs Irrevocable Trusts: Which One Fits Your Life (and Legacy)? Read More »