Tag: Estate Planning
Apr 20, 2026
Dying and money collide in ways most of us never think about until we have to. Money is hard. Death is hard. When someone receives a terminal diagnosis, they and their loved ones are forced to deal with both at the same time. It is one of the most difficult financial...
Feb 24, 2025
My wife and I recently enjoyed a trip to the Middle East. In Jordan, we had the unique privilege of dining in the home of a local family. The homemade food was delicious and unforgettable. Another memorable part of the evening for me was a conversation about money. As...
Feb 17, 2025
Dying Broke. It’s a goal for those retirees who embrace the idea of spending their hard-earned wealth during their lifetimes. Their aim is to enjoy the fruits of their labor while they can and spend the last penny just as they take their last breath. The concept feels...
Feb 10, 2025
Estate planning, as I emphasize to clients and write about regularly, is critically important. It matters that we establish how we want our tangible assets like money and property distributed when we die. Life legacy planning is a broader perspective that includes our...
Feb 3, 2025
Sorry, any children of Boomers who may be hoping for a big inheritance someday. We’re spending your legacy. This is the finding of a recent Schwab survey of more than 1,000 high net worth Americans that highlighted a generational divide in intentions for passing on...
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