An Organized (after)Life

Learn how to leave a manageable to-do list. In the workshop, I'll teach you how to take control of your estate plan so you don’t...

We’re all talking about it, tweeting about it and googling it. Here’s what you need to know about the Britney Conservatorship, her recent statement to...

The point of estate planning is to leave a manageable to-do list, not a mess. If your estate plan isn’t matching your intent, then you...

You need to make sure your beneficiary designations coordinate with your estate plan so that your plan actually happens. But, doesn’t a will dictate where...

The Barry White Estate had a sticky issue because of a divorce, or lack of it. There’s a hidden trap in estate planning that comes...

Trusts are helpful tools. But as the Michael Jackson Estate shows, the most important part of having a trust is trust funding. First, let’s talk...

The effects of snowplow parenting can be lifelong. And it wreaks havoc on your legacy. On the podcast I talk about an alternative, legacy parenting....

Celebrity estates have a ton to teach the rest of us. With the Heath Ledger estate, it’s how important it is to update your plan...

Probates made news recently, because Chadwick Boseman’s wife filed a probate proceeding. And he didn’t have a will. Some of the headlines feed into the...

Even though I preach that estate planning is for every adult at every stage of life, a lot of people don’t really start thinking about...