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 DNA test that rewrote an inheritance plan

Jun 10, 2026

When a long-lost child appears decades later, estate plans (and family expectations) can diverge in ways most clients never anticipate.

The un-wedded second marriage: when partners don't paper a plan

Jun 3, 2026

Planning for long-time partners who never got married creates a web of confusion and risk.

Estate Planning Field Report - May 2026

May 27, 2026

We're asked a lot of estate planning questions, here's what we're hearing this month.

A parent's dilemma in choosing a guardian

May 20, 2026

Choosing a guardian for minor children can be challenging but is a fundamental decision.

Planning for the wealthy single older man

May 13, 2026

Single individuals without children have many choices but no clear answer.