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Practical Side of Planning: Get Organized Before It’s Urgent
It’s not enough to have a will or trust in place. A thoughtfully drafted plan can still fall apart. This happens if no one can…
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The Practical Side of Planning
When most people hear “estate planning,” they think about the legal decision-making and documents: wills, trusts, and naming guardians or beneficiaries. And yes, that’s a…
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What Is Your Intellectual Legacy?
In a time of book bans, budget cuts, and blurred truths, what knowledge will your children inherit because of you? Estate planning isn’t just about…
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Why a Do-It-Yourself Will Isn’t Enough
If you’ve ever thought about writing your own will using an online tool or template, you’re not alone. A lot of people go that route…
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I must interrupt the “regularly scheduled” programming: Estate Planning & Our Humanity
I just shared a blog about values-based legacy and my own journey—and I stand by every word. But I also need to pause and say…
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The Spark of Change: Estate Planning Rooted in Faith, Family, and Legacy
Starting my post-graduate career in Philadelphia, I was drawn to work that prioritized people over paperwork. Whether in nonprofit roles or during my training in…
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Expanding the Essential Steps in Estate Planning for Parents
In the last post, I shared some foundational steps in estate planning for new parents, covering key documents like wills, trusts, and guardian appointments. With…
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Estate Planning Essentials – Where I’m starting as a New Parent
While I’m using my journey into parenthood as motivation to complete my estate plan, I urge everyone whether a parent or not, to tackle these…
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Do It Now: Estate Planning for [New] Parents
As a very-soon-to-be mom, I’ve found myself worrying in ways I never anticipated. Growing up, I always wondered why my mama worried so much when…
