Lifestyle

Keeping drama low

My parents are often on my mind as I work on my book about estate planning through a therapeutic lens. Mom and Dad’s approach to estate planning was open and matter-of-fact; the discussions revolved not around  their mortality but instead around legal descriptions of the various pieces of farmland and the best way to transfer

Keeping drama low Read More »

Why I’m writing another estate planning book

As a former estate lawyer, I have a good idea of the macro process involved in estate planning in common law jurisdictions. And as a psychotherapist, I see firsthand the ongoing struggle people face in understanding how they became the people they are, deciding what – if anything — they wish to change, and then

Why I’m writing another estate planning book Read More »

Artificial Intelligence will change everything – including wealth management

Artificial Intelligence will transform most industries including wealth management. My friends and colleagues know I love being an early adopter of technology. Jean jokes that I also love demonstrating my new “toys” to anyone who wants to gather around to see the first kindle or the first iPhone. Over the years, I have bounced among

Artificial Intelligence will change everything – including wealth management Read More »

Scroll to Top