The Hidden Gift of Organization: How Planning Ahead Reduces Family Stress
If I had a dollar for every time a client said, “I know I should be more organized, but life gets busy,” I could probably retire early. I get it. Between work, children, aging parents, and everything else that fills our days, paperwork is rarely at the top of anyone’s list. Most people do not […]
Legacy Beyond Wealth: Passing Down Values Alongside Inheritance
When people come to see me about estate planning, they often start with the practical questions. Who gets the house? How do we avoid taxes? What happens to the business? Those questions matter, and I spend a lot of time helping families answer them clearly. But as the conversation goes on, I usually hear something […]