Forward Thinking
Insights for family financial success
Our Children Are Watching
It was a rather Dickensonian weekend, filled with both new memories and utter heartbreak. I don’t expect perfection and know that there is no real end to the...
Generational Realities for Home Ownership
I recently came across two different sources analyzing the realities of home ownership in the US. One is our oft-quoted @KurtSupeCPA on X while the other is...
Inheritance from a Real Estate Perspective
The journey to help families at Forward Inheritance is getting more exciting and attracting “our kind of people” which is a joy. In the best ways, our networks...
Human Needs Across Generations
As some of you may know, outside of Forward Inheritance, I am very grateful to be a part of the wonderful Saint Mark’s School and Church community in Altadena,...
Health Conversations with Aging Parents
An often overlooked thread in the inheritance process is our aging parents and grandparents’ health. And while of course there is a financial element here that...
Suffer with Grace
It’s been a rough few days, as the family I noted in my last post lost their matriarch. I am gutted for each of them, for the family, and for their friends and...
Family Responses to Tragedy
As some of you may know, I lost my mother in 1998. It’s an experience that has dominated my life, for all of the reasons. I was and am very fortunate that my...
Passing Down More Than Just Stuff
Passing Down More Than Just StuffDec 31, 2025Happy New Year’s Eve! Before we celebrate the year that was and anticipate the year upcoming, I wanted to briefly...
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