-
August 21, 2026 Does Your Family Really Know What You Want?A client of mine recently told me a story she thought would make great newsletter...
-
August 6, 2026 Girl, Fund Your TrustOver the years I've worked with countless clients — some getting organized ahead of time,...
-
July 10, 2026 Ch-ch-ch changesIf you've had that David Bowie song stuck in your head lately, you're not alone....
-
June 25, 2026 250 Candles and a Lot of Missing PaperworkNext week, America turns 250.My mother would have lost her mind over this. She was...
-
April 30, 2026 You Paid for Dinner. Did You Leave the Tip?Let me guess. You adulted. Big time. You sat down with an estate planning attorney,...
-
April 3, 2026 What We Can Learn from Park Rangers About Estate Planning QuestionsThere’s an Instagram account I love called @touronsofnationalparks, which among many things, sometimes spotlights National...
-
March 20, 2026 Where Should You Keep Your Will?For years, the default answer to “Where should I keep my will?” was simple: The...
-
March 5, 2026 The Emotional Math of an Estate PropertyThe hardest decisions in estate administration are rarely about money. Recently, I sat down at...
-
February 19, 2026 The internet says you need a trust. Do you?Maybe it’s just my algorithm, but the internet seems to be working overtime handing out...
-
February 6, 2026 What Snowstorms and Estate Planning Have in CommonIf the last two weeks have taught me anything, it’s this: I have weather whiplash.First,...
