I Digress: What is a “Money Story”?

I attended a conference in July of this year where I had the chance to listen to an unscripted conversation between a counselor and a married couple. Their conversation was focused around what the counselor called the couple’s “money story.” But what is a money story? [Read More]

101 Death Hacks: A Cheat Sheet for Arranging Your Affairs Before You Die – 1-20 [Part One]

Everyone loves ‘hacks’. From party hacks to Halloween costume hacks to garage organization hacks, if you want to simplify a project or task you can do a quick Google search or pay a visit to the Lifehacker website to find ways to effectively shortcut a complicated job. Why should that be any different for estate planning? Well, a DIY will is probably going to create more problems than it solves, but you can still simplify the estate planning process. Check out this first post in our five-part series to learn how. [Read More]