You’ve brought it up before. Maybe it was after watching a friend endure a probate process that dragged on for years. Maybe it was after seeing a family scramble because no one knew where important documents were. Perhaps a health scare or a milestone birthday reminded you that life doesn’t always go according to plan....Read More

A client forwarded me a CNBC article last week with a note: “Does this affect our trust?” It was a fair question. The article described a provision buried in the One Big Beautiful Bill that tax lawyers and accountants are calling a double taxation problem for trusts. They found it in a footnote of a...Read More

The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his account. The representative told her she was responsible and asked when she could start paying. She was grieving and certain she had no choice. She started writing checks. She called me six weeks later, after three payments...Read More

She found the notebook in the top drawer of her mother’s desk. Six pages, every account listed by hand. Username, password, recovery question, one after another. Her mother had been organized her whole life, and the notebook was proof of it. Then she tried to log in. The bank account asked for a six-digit code...Read More