by Ben_admin | May 21, 2026
Nick tackles a surprisingly complicated estate planning question: how do you leave money to grandkids when each of your children has a different-sized family? What sounds simple on the surface quickly becomes a conversation about fairness, equality, future...
by Ben_admin | May 14, 2026
Being named executor might feel like an obligation, but it’s not always one you have to accept. Nick walks through what happens if you’re unexpectedly chosen, what your options are, and how to properly step away if it’s not something you want to take on. Make an...
by Ben_admin | May 7, 2026
For a lot of families, season tickets are more than just seats, they’re traditions, memories, and something worth passing down. But when it comes to actually leaving them to your kids, things get more complicated than most people expect. Nick walks through how these...
by Ben_admin | Apr 23, 2026
Getting your parents to plan their estate can be one of the toughest financial conversations to have. While most of us are proactive with our own plans, it’s a different story when it comes to helping our parents get theirs in order. Can you start their estate plan...
by Ben_admin | Apr 16, 2026
It sounds like smart planning… naming your child or grandchild as your executor, trustee, or power of attorney now so you don’t have to update your documents later. But when that person is still under 18, things aren’t as simple as they seem. Today, Nick explains that...
