Co-Founder of Herbie (herbieplan.com), estate planning attorney. Ex-Biglaw attorney at Skadden, McDermott and Paul Weiss. Avid genealogist.
Oct 14, 2026
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3 min read
When the next generation has different ambitions, the founder’s estate plan must address more than who inherits the shares.
Oct 7, 2026
Why knowing the difference between a credit shelter trust and a disclaimer trust makes all the difference.
Sep 30, 2026
There are lots of tradeoffs between protecting an inheritance and giving a child complete control.
Sep 16, 2026
When parents see a family legacy, their children may see an expensive obligation.
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.
Aug 19, 2026
Many put off planning for children with disabilities or addictive behaviors, yet it's crucial to discuss.
Aug 5, 2026
Long-term care is expensive, but putting off planning for it can cost a person their whole net worth.
Jul 29, 2026
4 min read
What is life insurance anyway?
Jul 22, 2026
Beneficiary designations quietly override carefully drafted documents more often than clients realize.
Jul 8, 2026
Parents often know exactly which child worries them the most yet rarely know how to plan around it.
Jul 1, 2026
When you have minor children, it's not only about guardianship, but also about management of assets.
Jun 24, 2026
There's a lot of planning gaps we're seeing over and over again.
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.
Jun 10, 2026
When a long-lost child appears decades later, estate plans (and family expectations) can diverge in ways most clients never anticipate.
Jun 3, 2026
Planning for long-time partners who never got married creates a web of confusion and risk.
May 27, 2026
We're asked a lot of estate planning questions, here's what we're hearing this month.
May 20, 2026
Choosing a guardian for minor children can be challenging but is a fundamental decision.
May 13, 2026
Single individuals without children have many choices but no clear answer.
May 6, 2026
Being afraid to discuss "the end" jeopardizes the whole family.
Apr 29, 2026
5 min read
People aren't doing what you might think they're doing with their estate plans.
