Beware the Outlaws

And the In-Laws…


Our series digging into the psychological, emotional, and logistical challenges around inheritance.

Prep:Heir 01 - Does Money Buy Happiness?

Prep:Heir 03 - The Legacy Letter

Prep:Heir 02 - Choosing a Trustee

Prep:Heir 04 - Windfalls

Prep:Heir 05 - Lifeline

  • Prep:Heir 101

    Can Money Buy Happiness?

    Looking at the age-old question. We get into why the answer is not what you expected…

  • Choosing a Trustee

    Choosing a Trustee

    How to choose the MVP of your legacy, and how to avoid getting in your own way…

  • The Legacy Letter

    Your legacy is not just your assets or your estate — it’s your values. You can pass on what’s really important in this one, simple document.