Newsletter archive
Short, practical articles on protecting your family, from the newsletter that goes out about every 8–10 days.
Who Needs Estate Planning? Almost Everyone
It's not just for the super wealthy. Here's what a plan includes and who needs one.
Read articleWho Would Raise Your Kids If You Couldn't?
If you haven't named a guardian, a judge who doesn't know your family will decide.
Read articleShould You Set Up a Trust for Your Kids?
A trust isn't just for the wealthy. It controls when and how your kids inherit, and who manages the money.
Read articleYour 18-Year-Old Is Now a Legal Adult. Are You Ready?
At 18, you lose automatic access to your child's medical and financial information. Three documents fix that.
Read articleNothing Says "I Love You" Like a Power of Attorney
Being married doesn't let your spouse sign for you or talk to your doctor. Here's the fix.
Read articleYou Can't Take It With You (But Your Ex Might Get It)
Life insurance and retirement accounts skip your Will. Check for "zombie beneficiaries."
Read articleIs Your Estate Plan Stuck in a Time Loop?
If you haven't looked at your Will since your baby was in diapers, it's time.
Read articleAre You on the Estate Planning Naughty List?
The five most common (and costly) estate planning mistakes.
Read articleSpring Cleaning Your "Digital Grave"
Photos in the cloud, email, crypto. Without the right language, your family is locked out.
Read articleUnless You're a Rockstar, You Need a Plan
Nobody fights over the cash. They fight over the guitar and the gold watch.
Read articleSingle? Who Is Your "In Case of Emergency" Person?
If you haven't named someone in a legal document, the court will pick for you.
Read articleDon't Rely on the "Luck of the Irish"
Luck isn't a legal strategy. A short family meeting is.
Read articleLet's Talk Turkey (and Trusts)
How to bring up estate planning at a family gathering without ruining dinner.
Read articleLegacy Letters: A Family Tradition Worth Starting
A heartfelt, non-legal letter that shares your values, stories, and reasons.
Read articleFamilies Come in All Shapes and Sizes
Blended families, unmarried partners, chosen family: the state's default rules may leave them out.
Read articleProtecting the Anchors of Our Families
How to talk with aging parents and grandparents about planning, and what they need in place.
Read articleWho Looks After Your Four-Legged Family Members?
Without a plan, your pets could end up in a shelter. A Pet Trust prevents that.
Read articleThe True Price of Procrastination
Doing nothing leaves your family with probate: months of time and thousands in costs.
Read articleMagic Words: How You Title Your Home Matters
It takes months to buy a home and seconds to create an estate planning mess.
Read articleWho Runs the Business If You Take a Sudden Break?
Without a succession plan, accounts freeze and payroll stops while a court sorts it out.
Read articleNot ready to book a call?
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