You did the work. You saved for retirement, signed a trust, and named beneficiaries because you wanted the people you love to be protected. That matters. I mean it. Now ... Read more

You did it.  Maybe Make-A-Will Month finally moved it to the top of your list. Maybe you’ve been meaning to get this done for years and this was the month ... Read more

When I heard about Tenisha Warner’s lawsuit, my first thought wasn’t about the celebrity angle. It was: I’ve seen this before. Not the exact same story, but the same estate ... Read more

A family called me after losing their mother. She had a will, properly signed and perfectly valid. But it didn’t tell anyone who had legal authority to be with the ... Read more

There’s a phrase most of us remember from decades past: “Friends don’t let friends drive drunk.” It was simple, direct, and it worked, because it reframed a difficult conversation as ... Read more

If your baby was born on or after January 1, 2025, the federal government has set aside $1,000 for your child. The account is available now. Contributions opened on July ... Read more

You’ve brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged on for years, or a family left scrambling ... Read more

The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his account. The representative told her she was responsible for the balance and ... Read more

A client forwarded me a CNBC article last week with a note: “Does this affect our trust?” It was a reasonable question. The article described a provision buried in the ... Read more

She found the notebook in the top drawer of her mother’s desk. Six pages. Every account. Every password. Username, password, recovery question. Her mother had been organized her whole life, ... Read more