Monthly Archives:: January 2026

Healthy money habits don’t start with spreadsheets or stock accounts – they start at home. From how children learn to save and give, to how families talk about inheritance and responsibility, financial traditions shape generations. In this article, I share practical ways families can build confidence, values, and clarity around money – and why these conversations are a critical part of estate planning. READ MORE

Choosing between a will and a trust isn’t about picking a document—it’s about protecting the people you love. This blog explains the real differences between wills and trusts, the common misunderstandings families face, and how to create an estate plan that actually works when your loved ones need it most. READ MORE