An Ethical Will Is Not a Last Will: Writing a Legacy Letter
A legacy letter says what the money is for. It does not transfer a house or an account. A lawyer drafts the will that does.
Marriage & Wealth
Marriage, Money, and Meaning: Building Financial Intimacy in High-Net-Worth Couples
Money amplifies everything in a marriage — including distance. A guide to financial intimacy for wealthy couples: power, prenups, rituals, and faith-informed practices.