Free white papers
Read it in
plain English
Four short white papers on the mistakes, the myths and the moments that decide what your family goes through. Take the 2-minute Readiness Check and we'll send all four to your inbox.
Readiness Check received
Thank you. Your
white papers
Your white papers are on their way to your inbox. If any of your answers were "no" or "not sure," that's exactly what a complimentary 1:1 is for.
Would it be ridiculous to talk it through while it's fresh?
The library
Four white papers, about ten minutes each
White paper · 7 pages
Estate Planning Disasters
Twenty famous families had money, fame and good advice. Their stories come down to six mistakes we see in families of every size, plus your 60-second plan check.
Get it with the Readiness CheckWhite paper · 4 pages
The Will Myth
What a will does, what a living trust does, what probate can cost a $750,000 estate, and the funding checklist that finishes the job.
Get it with the Readiness CheckWhite paper · 5 pages
8 Moments Your Plan Must Handle
The hospital, the joint account, the inherited IRA, incapacity, your spouse's IRA, your 18-year-old, minors and special needs, with the plan answer for each.
Get it with the Readiness CheckWhite paper · 4 pages
The Inherited IRA Trap
How the SECURE Act's 10-year rule can shrink what you leave your children, and four things an IRA beneficiary trust can do about it.
Get it with the Readiness Check
Would it be a bad idea to make sure your plan is clear, current and funded?