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...

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...

This is my not-office, office. It’s my car and I’m getting a lot of work done here to help you understand what is an estate...