Next in Line

Where estate planning meets family dynamics.

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.

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Latest

A great plan that didn't touch the assets

Nov 11, 2026

The most consequential estate planning mistakes often happen after the documents are signed.

The person behind the power of attorney

Oct 28, 2026

Your client’s chosen agent may one day control their finances. Have you met them?

The family business with no successor

Oct 14, 2026

When the next generation has different ambitions, the founder’s estate plan must address more than who inherits the shares.

The problem with "everything is jointly owned"

Oct 7, 2026

Why knowing the difference between a credit shelter trust and a disclaimer trust makes all the difference.

Should your client’s kids ever get their inheritance outright?

Sep 30, 2026

There are lots of tradeoffs between protecting an inheritance and giving a child complete control.