Family & Legacy
Recent client projects
What I’ve been working on the last few months
October 2026
Your IRA could be a big tax bill for your kids
What the 10-year rule means for the IRA you plan to leave your kids
July 2026
The real potential with Trump accounts
The $1,000 seed money is getting all the attention. But there’s a much bigger opportunity...
What if you couldn’t help your own child?
A true story about why every 18-year-old needs these three documents
June 2026
A new way to give your grandchildren a head start
How the new Trump accounts work, and the free $1,000 for kids born 2025 through 2028
May 2026
The other thing that overrides your will
Beneficiary designations aren’t the only override
Your estate plan might have holes in it
The gaps that can unravel even the best-laid plans
April 2026
Your will doesn’t have the final word
Beneficiary designations quietly control more of your estate planning than you might think
March 2026
The lifeboat drill
The exercise that protects everyone you love
August 2025
You inherited an IRA. Now what?
How to avoid mistakes, minimize taxes, and make the most of what’s next
April 2025
Control+Z
When it comes to your money, some things are easy to undo. Others, not so much...
You’ve reached the summit. Now what?
Retirement income planning is different than what got you here