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.
Everyone has come across someone like Jane: a successful career, a lavish lifestyle, a big family … and no plan. Not because she didn’t have the ability or resources to plan, but instead, because she was scared to think about “the end.”
Eventually, the advice became clear: just commit to something.