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Family Planning
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When to “Trust” your kids: Balancing independence and support
Deciding when and how to distribute funds from a trust to your children is one of the most nuanced responsibilities in estate planning. It sits at the intersection of financial stewardship, emotional judgment, and long-term family values. The goal is rarely just about transferring money. It is about shaping outcomes: independence, resilience, opportunity, and security.…
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The Financial Traits We Inherit (But Rarely Talk About)
A few years ago, I worked with a family going through a significant wealth transition. The parents had built a strong, disciplined financial life—steady investing, thoughtful planning, and a long-term focus. Their adult children? Very different. One avoided investing altogether and kept most assets in cash. The other leaned heavily into high-risk opportunities, always chasing…
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Before the Bell Rings: The Most Important Back-to-School Conversations Aren’t About School
Every August, the same rituals play out in households across the country. Supply lists get checked off. Orientation nights get added to the calendar. New routines get tested. And couples spend a lot of energy making sure their kids are ready for the year ahead. What tends to get skipped? The conversation about whether they…
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Working Remotely Abroad: Lessons From Spain on Work, Time, and What Matters Most
Last year, I had the good fortune of working abroad in Spain while traveling with my sons. What started as a logistical exercise—how to stay connected, productive, and available while overseas—quickly became something more meaningful. It wasn’t just about working from a different place. It was about experiencing a different rhythm of life, and realizing…
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Intentional Financial Planning: Building Confidence Through Purpose
Most people have a general sense of what they should do with their money: save a little more, spend a little less, invest when possible. Yet for many — especially when navigating major life transitions — knowing what to do and feeling confident enough to do it are two very different things. The shift that…
