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The child who's terrible with money

Jul 8, 2026

Parents often know exactly which child worries them the most yet rarely know how to plan around it.

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Inheritance the day the guardianship ends

Jul 1, 2026

When you have minor children, it's not only about guardianship, but also about management of assets.

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Estate Planning Field Report - June 2026

Jun 24, 2026

There's a lot of planning gaps we're seeing over and over again.

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When parents have to be "fair" to their very wealthy child

Jun 17, 2026

How to treat a very wealthy child in an estate plan can pull at the emotional strings more than one might think.

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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.

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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.

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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.

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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.

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Planning for the wealthy single older man

May 13, 2026

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

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The billionaire client afraid to make a plan

May 6, 2026

Being afraid to discuss "the end" jeopardizes the whole family.

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Next in Line

Where estate planning meets family dynamics. Brought to you by Herbie.
Learn more at herbieplan.com.

© 2026 Next in Line, a publication of Herbie Innovations, Inc., herbieplan.com.
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