Next in Line is a weekly newsletter for advisors, brought to you by Herbie, covering the practical yet consequential interaction between estate planning and family dynamics.
Follow Herbie online:herbieplan.com
Jul 29, 2026
What is life insurance anyway?
Jul 22, 2026
Beneficiary designations quietly override carefully drafted documents more often than clients realize.
Jul 8, 2026
Parents often know exactly which child worries them the most yet rarely know how to plan around it.
Jul 1, 2026
When you have minor children, it's not only about guardianship, but also about management of assets.
Jun 24, 2026
There's a lot of planning gaps we're seeing over and over again.