July 17, 2026
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 without the…
Read more When Your Spouse Won’t Get on Board with Estate PlanningJuly 10, 2026
The call came four days after her husband died.
Read more What Happens to Debt When You Die: What Families Must KnowJuly 3, 2026
A client forwarded me a CNBC article last week with a note: "Does this affect our trust?"
Read more The New Tax Law and Your Family’s Trust: What to Know NowJune 29, 2026
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, and the…
Read more They Had the Passwords. They Still Could Not Get In.June 22, 2026
If you are a divorced father, you already know something that most married fathers don't: showing up for your kids takes more deliberate effort than it looks like from the outside.
Read more The Estate Planning Mistake Divorced Fathers Cannot Afford to MissJune 15, 2026
If you are a stepfather, you know the difference between the legal definition of father and the real one.
Read more When Love Makes You a Father, but the Law Does NotJune 2, 2026
I work with parents on this exact question all the time, and especially this time of year, sitting right between Mother's Day and Father's Day, the love you have for your children…
Read more Most parents think they have answered the guardian question. Many haven’t. Learn what happens to your children in the first 72 hours after an emergency.May 26, 2026
She had been filing taxes the same way for thirty years. Married filing jointly. Two incomes, two Social Security checks, one tax return. When her husband died, she assumed very little about…
Read more No One Warned Her About the Widow Penalty. Her First Tax Return Did.May 19, 2026
This happens far more than it should.
Read more The Document That Fails When You Need It Most
