I’ve found that the moment after a significant liquidity event—like the sale of a business or the settling of a complex estate—isn’t one of celebration. It’s one of profound, quiet responsibility. The noise of the transaction fades, and in its place is a single, persistent question that keeps you up at night: “How do I not screw this up?” This fear is rational. When your life changes overnight, you understand that a single misstep can have multi-generational consequences. The

You've spent a lifetime building it. The family business started at the kitchen table. The property portfolio represents decades of savvy...

After a significant windfall, updating your estate plan is not just important—it's urgent. Congratulations on your recent success! Whether it’s an inheritance, a business sale, a lottery win, or another life-changing event, a substantial windfall opens up a world of new possibilities. Yet, with this exciting new financial chapter often comes a wave of questions, anxieties, and even a sense of overwhelm. You might find yourself grappling with the fundamental question: "How do