Before you jump down my throat, I loved the Barbie movie. But it just so happens that I’m rewatching the HBO series Big Love right now, and I’ve got to say that it strikes chords that Barbie just can’t. Barbie just doesn’t or can’t savor...
Financial health is a crucial component of overall wellness, and a sound estate plan is the end goal of any financial plan – whether that plan is you and a spreadsheet after the kids are tucked in, or a fully managed wealth portfolio. You are...
If you’re getting together with family this summer, time could be ripe for a discussion about family legacy. Do mom and dad have plans for the family home? Is there joint planning that could be done to finance all the grandchildren’s education? Do mom and...
When you go couch diving, what do you find? For me, it’s mostly crumbs and occasionally my phone, having slipped out of my pocket. For Aretha Franklin’s children, it was her final wishes. The first page of Aretha Franklin's official will. When the Queen of Soul died...
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely someone you’d consider. At this year’s Berkshire Hathaway annual shareholder meeting, Buffett shared several pieces of financial advice but also provided insights on the importance of personal growth...
I struggle to admit how much of my life has been guided by emotions around money. Some of my earliest memories are of having less – less than my cousins, less than my neighbors, less than my classmates. I acquired shame around what I had...
Cookie-cutter plans just don’t cut it for LGBTQ+ families. This week, we’re exploring two more reasons why it’s essential for LGBTQ+ families to have custom estate planning. ...
While the legalization of same-gender marriage and increased recognition of LGBTQ+ families has made LGBTQ+ rights more visible than ever before, there is still a large gap in estate planning for LGBTQ+ individuals that could leave your loved ones with a big mess....
