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March 5, 2026 The Emotional Math of an Estate PropertyThe hardest decisions in estate administration are rarely about money. Recently, I sat down at...
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February 19, 2026 The internet says you need a trust. Do you?Maybe it’s just my algorithm, but the internet seems to be working overtime handing out...
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February 6, 2026 What Snowstorms and Estate Planning Have in CommonIf the last two weeks have taught me anything, it’s this: I have weather whiplash.First,...
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January 22, 2026 Can You Find Accounts After Someone Dies?If I had a dollar for every time I got this question, I’d have… well…...
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January 8, 2026 What If January Didn’t Ask So Much of Us?January has opinions.It’s “circle back” season, which means everything we lovingly punted to after the...
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December 19, 2025 2025: A Year of Helping Families, Clearing Logjams & Celebrating Big MilestonesAs another year wraps up, I’ve been doing what I encourage so many of my...
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November 30, 2025 🍁 This Thanksgiving, Give Your Family a Future They’ll Be Thankful ForAs we roll into Thanksgiving—the season of gratitude, elastic waistbands, and wondering why the mashed...
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November 12, 2025 My Client Was the Victim of Deed FraudRecently, I went to check on a property for an executor client who lives out...
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October 30, 2025 🎃 The Scariest Things You Can Do To Your ExecutorA few weeks ago, a woman called me in a panic. She’d just received a...
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October 16, 2025 I’m Teaming Up with AARP’s The Ethel for a 3-part Series this FallWhen someone dies, there’s no syllabus for what happens next. Just grief, paperwork, and a...
