Think your family’s White Elephant gets competitive? Try no estate plan,  suddenly they’re not fighting over a singing fish, they’re battling it out over Dad’s classic car.

Your legacy deserves better than holiday-level chaos. Here’s why planning now keeps the peace later…

Holiday gatherings: the ideal moment to talk about what actually matters—your people, your values, and how to protect them. Yes, even when the topic is death and money. Read more…

The holidays are a perfect time to bring up conversations around inheritance, end of life, and stepping into another level of connection and intimacy, if you do it right. Otherwise, it could end in a big unresolved mess. Asking your relatives how they want their money and belongings handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey. To keep your family from feeling blindsided and to make the most of your conversation, consider these tips. Read more…