Where Should You Keep Your Will?
For years, the default answer to “Where should I keep my will?” was simple: The safe deposit box. It felt official. Secure. Responsible. Like something
The Emotional Math of an Estate Property
The hardest decisions in estate administration are rarely about money. Recently, I sat down at a kitchen table with a couple in their 80s. They
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 estate planning advice. Lately it feels like everyone I talk
What Snowstorms and Estate Planning Have in Common
If the last two weeks have taught me anything, it’s this: I have weather whiplash. First, we were told Atlanta was about to experience destructive,
Can You Find Accounts After Someone Dies?
If I had a dollar for every time I got this question, I’d have… well… a very well-documented asset inventory. Here’s the question, almost word
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 holidays has now boomeranged back into our inboxes, calendars,
About the Author
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How Do We Continue to Learn About the Ones Who Are Gone?I haven't been back to my hometown... -
No, You Don’t Have to Write an ObituaryA client asked me recently if they... -
Is An Executor Liable for a Deceased Person’s Tax Debt?Tax questions are some of the most...
