Forward Thinking
Insights for family financial success
Mom and Dad Are Living Longer, What Does That Look Like?
Our friends at the Morning Brew recently posted an article Boomers won’t go gentle into that good condo which explores how Mom and Dad are rejecting the...
The Mid-Year Estate Checklist
There is a beautiful, human ritual around Spring Cleaning: we take what may have been mothballed or put in the corner, dust it off, and let it breathe in the...
3 Big Questions to Ask Your Aging Parents
We focus a lot on improving family communications, and for good reason: effective estate planning should be done at the kitchen table, not over a hospital bed...
The best inheritance? Simpler than you may realize
Mom and Dad won at the Game of Life. They amassed more wealth and things and assets than any other generation before them. They are the reason the Great Wealth...
Honor Thy Father
Like the rest of the team, Forward Inheritance is rooted by the foundations my parents instilled in me. My father isn’t just my hero, he’s many people’s hero....
Does the Next Generation Want Your Stuff? Maybe
A FAMbassador shared a post from The Simplicity Habit titled Sorry Parents, Millennials Don’t Want Your Stuff which was made me react in two ways...
A 5-Point Checklist for Managing Your Aging Parents’ Money
Don’t take our word for it, even The New York Times is interested in what we're doing: Lisa Rabasca Roepe recently penned an article A 5-Point Checklist for...
Forget the Inheritance, Help the Family Now
There is a national conversation in the air around the Great Wealth Transfer, and it is such an honor (and so fascinating) to learn from families how they are...
Two Easy Ways to Destroy Your Inheritance
Save More. Spend Less. Sacrifice Now. Sleep When You’re Dead. Serve Others. Lead the Family. Tick and Tie the Estate. Stick to the Budget. You know…adult!Or...
When Do You Get an Oil Change?
So many folks are reaching out, curious about what Forward Inheritance can do for their family, cautiously asking questions about the inheritance process,...
We Are All In It These Days
I met an investor recently who saw what we are building at Forward Inheritance and goes, “Oh my goodness, I am the customer?! I need this…my parents are...
The Kids Are (Mostly) Alright
I was so honored to spread the Forward Inheritance gospel at the 2026 VCIC Global Finals this week. I had yet to be on terra firma in the Tar Heel State (but...
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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