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,
2025: A Year of Helping Families, Clearing Logjams & Celebrating Big Milestones
As another year wraps up, I’ve been doing what I encourage so many of my clients to do. I’ve been taking stock. Of the work,
🍁 This Thanksgiving, Give Your Family a Future They’ll Be Thankful For
As we roll into Thanksgiving—the season of gratitude, elastic waistbands, and wondering why the mashed potatoes always run out before the turkey—I want to invite
About the Author
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Girl, Fund Your TrustOver the years I've worked with countless... -
7 Signs You Need an After Loss ProfessionalThis week I'm at the Georgia Bar's... -
Ch-ch-ch changesIf you've had that David Bowie song...
