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

The vacation home that nobody wants to inherit

Sep 16, 2026

When parents see a family legacy, their children may see an expensive obligation.

Divide and conquer: why estate plans don't need the same person in every role

Sep 2, 2026

The best person to manage a client’s money may not be the best person to make their healthcare decisions—or raise their children.

When your child needs more than an inheritance

Aug 19, 2026

Many put off planning for children with disabilities or addictive behaviors, yet it's crucial to discuss.

The long-term plan no one wants to plan for

Aug 5, 2026

Long-term care is expensive, but putting off planning for it can cost a person their whole net worth.

Estate Planning Field Report - July 2026

Jul 29, 2026

What is life insurance anyway?