Estate Planning

How To Handle An Inheritance

A few weeks ago, I was featured in my friend Sam Becker’s piece on the Great Wealth Transfer in Fast Company. Sam poetically describes it as “massive, multigenerational avalanche of cash and assets sliding down from the Silent Generation and Boomers to GenX, Millennials, and GenZ.” This is happening behind closed doors to a myriad…

How A Notebook Held Up in Court: A Holographic Will

I’m going to cut to the chase.  In my quest to bring more awareness to legacy planning to Gen Zers and Millenials, I’ve written about two notable cases of extreme wealth, notoriety, and a lack of a solid estate plan—here and here.  Today, I’ll showcase another interesting story circulating in the estate planning world regarding…

How Will I Know…

It goes without saying that not all of my client meetings are a delight where I get to tell clients how wrong pundits were about the economy. Or pointing out how much Nvidia and Microsoft they own in their portfolio.  Occasionally these talks are grim and can be uncomfortable. To show you what I mean,…

The Ugliest Sunset I’ve Ever Seen

In the article, I’ll attempt to answer why it’s important to plan for this ugly Sunset, the solutions the wealthy are using today to shield as much of their assets from this tax as possible, and why it’s crucial to act sooner than later. 

All For Nothing

If you or someone you know who is caring for someone with severe depression or struggling with mental issues, or caring for a parent showing signs of Alzheimer’s disease/dementia, these three things could save you a ton of added stress.

The Worst Thing You Can Do to Your Loved Ones

Failing to create an estate plan can be the worst thing you can do to your loved ones. Without a clear plan in place, your assets may be distributed in ways you never intended, causing unnecessary stress and conflict among your family.

This post discusses the importance of estate planning, addressing common misconceptions people have.