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 the complexity of actually standing in the shoes of a real woman struggling with her feminism. Big Love gives feminism room to breathe.

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 managing your finances now, in some way, because you want to have something to pass on, especially if the worst were to happen tomorrow.

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 dad want to retire closer to aunt and uncle, so they can enjoy each other’s company in a way they weren’t able to when everyone was working? Whatever the questions you wish to address, here are some tips for bringing up the topic.

When you go couch diving,…

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 and estate planning when seeking to grow wealth. While many of us may feel overwhelmed by the thought of estate planning or building our wealth, Buffett’s advice reminds us of two key but simple steps we can take to create financial and generational wealth.

I struggle to admit how…

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.