OUR THINKING

Retirement and estate planning, explained plainly.

Practical perspectives on the decisions that shape retirement, your estate and the people you’re planning for.

David Son 8/21/26 David Son 8/21/26

Will vs. trust: Which does your family actually need?

Read More

David Son 8/21/26 David Son 8/21/26

Will the government tax your estate when you die?

Read More

David Son 8/21/26 David Son 8/21/26

You have a will. But will your family still face probate?

Read More

David Son 8/21/26 David Son 8/21/26

Your estate plan can be perfect and still fail. Here's how.

Read More

David Son 8/21/26 David Son 8/21/26

Have you left your will or trust unfinished? Here's why it matters

Read More

David Son 8/21/26 David Son 8/21/26

Why estate planning matters when you have a family to protect

Read More

David Son 8/21/26 David Son 8/21/26

What happens to your passwords when you're gone?

Read More

David Son 7/7/26 David Son 7/7/26

At what point should you move part of your retirement into safety?

Read More

David Son 7/5/26 David Son 7/5/26

How guaranteed income can help reduce retirement stress

Read More

David Son 7/2/26 David Son 7/2/26

The old 401(k) you’ve been meaning to deal with — And why You’re Not Alone

Read More