Freeing Your AttentionÂ
Reflections on finite resources and how best to assign them to our goals and values.Â
Freeing Your AttentionÂ
The Origins of the Kiddie Tax and 3 Ways to Invest (Tax-Efficiently) for Your Kids Â
Raising Givers
Guiding the Conversation About Generational Conflicts of Interest
Estate Planning at Any Age
A Feel-Good Article About Generosity
How Exploring Regret Can Help You Live a Meaningful Legacy
Prompting Difficult Conversations With Your Parents
It’s All Gravy: 5 Tips for Building a Contented Legacy Plan
Weathering a Downturn for an Enduring Legacy
Five Ways to Live Your Legacy While You’re Still Working
2022 Family Wealth and Values Conference Recap
Inflation and the Rising Cost of Your Living Legacy
What To Do When Your Spouse Dies
When It Comes to Inheritance, Is Fair Always Equal?