The holidays are often filled with laughter, decorations, and the joy of being together. Yet, for many families, a silent stressor lurks beneath the surface: conflict over money, assets, and inheritance. Increasingly, we hear from families realizing that the biggest holiday headache isn’t the wrapping paper on the floor, it’s the arguments that arise when someone passes without a clear estate plan. While conversations about family harmony are slowly becoming more common, conf

Lately, we’ve noticed more and more clients asking how to have “the hard conversations” with their families, the ones about death, money, legacy, and what happens when they’re gone. Social media, well-meaning relatives, and even holiday gatherings tend to stir up these thoughts, but most people have no idea where to begin. The interest is valid. The confusion is real. And the truth is: the holidays are one of the most natural times of the year to talk about these things; not

As cryptocurrency becomes a larger component of personal wealth, many investors, especially those who self-custody their holdings are confronting the harsh reality that digital assets do not behave like traditional assets when it comes to inheritance. Recently, there have been stories in the media describing how common estate-planning missteps are leaving crypto fortunes vulnerable to being lost, tied up in probate, or subject to unexpected tax liabilities. For many, a lifeti