Latest Blog Posts

Dia de los Muertos Sugar Skull

Russell’s Dead

I’m building a practice that will survive me, so you don’t have to worry whether I’m dead or alive.

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Management Agencies

A limited but versatile tool for money management that just might delay disability.

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What’s Your Number?

How much money do you need to retire? That number should drive your tax, gift, and financial planning.

Foreign currency jigsaw puzzle

Foreign Wills

Foreign wills puzzle the best of lawyers. Here’s my checklist to organize the pieces.

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Crowdsourcing Probate

Your neighbors ask good questions. The answers may help you, too. Join the exchange here.

Freezer burned leftovers glazed in ice

Leftover Wills

Dad’s old will doesn’t belong in a desk drawer. If probate isn’t necessary, file it for free with the county clerk.

Older Drivers

Driver safety is about more than taking the keys away. Here are resources and strategies to help support older drivers.

Treasure map with coins

Locating Assets

Slow and steady wins this race. Here’s our checklist for locating assets.

Estate administration word cloud

What is Probate?

It’s hard to know when to start and when to consult a lawyer. Common deadlines are explained here.

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The Talk

Few medical agents get much practice guessing your wishes before disaster strikes. Here’s a quiz that will help.

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