Logo
Search
Login
Sign Up
Logo

Archive

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.

Read More

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.

Read More

Planning for the wealthy single older man

May 13, 2026

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

Read More

The billionaire client afraid to make a plan

May 6, 2026

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

Read More

Estate Planning Field Report - April 2026

Apr 29, 2026

People aren't doing what you might think they're doing with their estate plans.

Read More

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.
beehiivPowered by beehiiv