Downsizing After Loss: Choosing a Vehicle That Fits the Life You Have Now
Guidance for choosing a vehicle after losing a spouse, including emotional, financial, and lifestyle considerations to help you move forward.
Big News: We Signed a Book Deal with Wiley!
No Loose Ends, coming March/April 2026 with Wiley, is the practical and slightly morbid guide to estate planning you actually want to read.
5 Ways to Invite Family Members to a Conversation About Your Estate Plan
Talking to your family about your estate plan doesn’t have to be difficult. Here are five easy ways to invite them into the conversation with clarity, care, and reassurance.
Do You Need a Prenup? 7 Questions to Ask Before Getting Married
Unsure if you need a prenup? Ask these 7 key questions to determine if a prenuptial agreement is right for your financial future and marriage.
10 Things to Know About Prenuptial Agreements
A prenuptial agreement protects assets and clarifies financial expectations before marriage. Learn key facts and how to create a prenup.
Planning for RMDs in Retirement & Estate Planning
Learn how to plan for Required Minimum Distributions (RMDs) to avoid penalties, reduce taxes, and optimize withdrawals for retirement and estate planning.