Why planning ahead matters even if you’re not sitting on a $100M fortune The Wall Street Journal recently highlighted an […]
When the Ultra-Wealthy Get a “Trust Reveal”… and the Rest of Us Get a Logistical Crisis Read More »
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 »
There’s a certain sound to the holidays. The squeak of the front door that’s been opening to family for
When the Holidays Show You What’s Changed 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 »
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 »
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 »
