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.
Once a month, I’ll be sharing an Estate Planning Field Report. There are plenty of reports on estate planning, many of which are based on third-party studies and reports. Polls are great, but as we know from election polls, people don’t always tell the truth. So, with our ears to the ground (and laptop), we want to share what we are actually seeing in real time.
I'll be your host, providing a 100% human-written check-in on what people are discussing, doing and not doing out in the wild. While the rest of our weekly posts will be dedicated to unique aspects on the interaction between estate planning and family dynamics, these monthly field reports will focus on cumulative trends we’re seeing out in the wild.
This time, let’s focus on what we’re seeing and what’s unique or surprising about it.