When you’re ready to finally put an estate plan in place, it’s natural to feel excited and relieved. You’re taking a powerful step to protect your family, get organized, and make sure everything is handled the way you want if you become incapacitated and when you die. But what happens when your spouse doesn’t share your enthusiasm? Maybe they roll their eyes, insist you don’t need that, or even agree to a meeting only to shut it down once they’re there. It can leave you feeling frustrated,...

A client once told me she would give anything to hear her grandmother’s voice again. Her grandmother had been the heart of the family—the...

The $1.5 Million Estate Planning Mistake You Can't Afford to Make Picture this: You and your spouse spend decades building a successful...