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Oliver Buchannon
Michael Moritz

Co-Founder of Herbie (herbieplan.com), estate planning attorney. Ex-Biglaw attorney at Skadden, McDermott and Paul Weiss. Avid genealogist.

The child who's terrible with money

Jul 8, 2026

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3 min read

The child who's terrible with money

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

Michael Moritz
Michael Moritz
Inheritance the day the guardianship ends

Jul 1, 2026

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3 min read

Inheritance the day the guardianship ends

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

Michael Moritz
Michael Moritz
Estate Planning Field Report - June 2026

Jun 24, 2026

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4 min read

Estate Planning Field Report - June 2026

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

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

Jun 17, 2026

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4 min read

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

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

Michael Moritz
Michael Moritz
The DNA test that rewrote an inheritance plan

Jun 10, 2026

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3 min read

The DNA test that rewrote an inheritance plan

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

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

Jun 3, 2026

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4 min read

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

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

Michael Moritz
Michael Moritz
Estate Planning Field Report - May 2026

May 27, 2026

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4 min read

Estate Planning Field Report - May 2026

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

Michael Moritz
Michael Moritz
A parent's dilemma in choosing a guardian

May 20, 2026

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3 min read

A parent's dilemma in choosing a guardian

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

Michael Moritz
Michael Moritz
Planning for the wealthy single older man

May 13, 2026

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3 min read

Planning for the wealthy single older man

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

Michael Moritz
Michael Moritz
The billionaire client afraid to make a plan

May 6, 2026

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4 min read

The billionaire client afraid to make a plan

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

Michael Moritz
Michael Moritz
Estate Planning Field Report - April 2026

Apr 29, 2026

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5 min read

Estate Planning Field Report - April 2026

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

Michael Moritz
Michael Moritz

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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