Probate might not involve ghosts or haunted houses, but it can be just as frightening for families who aren’t prepared. Imagine your loved ones mourning your loss, only to discover they’re trapped in a legal process that drags on for months, costs thousands of dollars, and exposes private family details to the public. That’s the…
When I was 18, money felt like something I’d figure out “someday.” Budgeting seemed boring, credit cards felt like free money, and retirement planning? That was for people who owned houses and could fold fitted sheets. Fast forward a few decades, and I can see how much those early choices shaped my financial journey—and how…
A client once told us about her father, who spent his entire life building a successful business. He passed away believing his children would keep it thriving for decades. Within just five years, the business was sold, the money was divided, and most of it was gone. No one had ever talked about what it…
Not long ago, a woman sat across from me in the conference room, clutching a manila folder stuffed with papers. Her father had passed away, and she had just been named trustee of his trust. She sighed and said, “I have no idea what I’m supposed to do. Is there, like, a manual for this?”…
