Most families don’t realize it’s time to start their legacy plan until something stressful, urgent, or emotional pushes them into […]
5 Signs It’s Time to Start Your Legacy Plan (and Why Most Families Miss Them) Read More »
What reality TV can teach us about real-life clarity, communication, and the quirky things we care about most. Most people
Legacy Planning Lessons from the Kardashians (Yes, Really) Read More »
They say the greatest act of love is legacy planning. Yet for many families, legacy means silence. The Silent
Why Our Parents Aren’t Talking — and Why We’re Stuck Read More »
The Swedish call it döstädning—“death cleaning.” But despite the name, it isn’t really about dying. It’s about lightening your life
The Gentle Art of Swedish Death Cleaning: How to Start This Weekend Read More »
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 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 »
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 »
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 »
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 »
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 »
