Legal, Money & Family
The practical and the consequential — wills, taxes, divorce, philanthropy, family decisions, and the money conversations that the 55-and-better community can no longer postpone.
What We Cover
- Estate planning & wills
- Taxes & charitable giving
- Divorce & financial transitions
- Family decisions & legacy
- Working with professionals
Recent Wednesday Reads
Family Events After Divorce: Planning Holidays, Birthdays, and the Hard Calendar
The closing article in The Divorce Reset. The calendar is the dimension of post-divorce life adults consistently describe as the hardest. Practical guidance for the first year, the long-term reset, and the conversations worth having with adult children, grandchildren, and yourself.
Philanthropy After Divorce: Rebuilding Your Charitable Giving Plan
The financial dimension of marriage most disrupted by divorce — and most overlooked in post-divorce planning. The mechanical work, the tax recalibration, and the harder conversation about what you actually want to support, now, on your own.
Your Will After Divorce: The Estate Plan Update You Cannot Postpone
The will you drafted during the marriage may now route assets to a person you no longer want as your heir. The estate plan update is not optional — it is the second mechanical task of the post-divorce reset.
Banking After Divorce: Separating the Accounts and Rebuilding Credit
The first ninety days after the divorce is final — joint accounts to separate, autopays to redirect, beneficiaries to update, and credit to rebuild in your own name. The mechanical foundation of the new financial life.
Donations and Gift Giving: The Tax-Smart Way to Be Generous After 55
The bunching strategy, the qualified charitable distribution, the appreciated stock donation, and the annual gift exclusion. The tax structures that turn ordinary generosity into something measurably more efficient.