Newsletters

All it takes is a couple of minutes.

Summer 2026

Tequila and Trusts

“By failing to prepare, you are preparing to fail.”
Long romanticized as the outlaw’s liquor of choice, tequila has a well-deserved reputation. After a few shots with salt and lime, the music sounds better, the girls look prettier, and even the most strait-laced accountant is dancing with abandon. But what happens when too much tequila is enjoyed? That leads directly to a head-pounding hangover and […]
Read More →
Spring 2026

Love on the Rocks

“And all things change them to the contrary.”
She never saw it coming. Married for twenty years to a successful lawyer-turned-hedge fund manager, she trusted her husband, ceding financial control to him while she focused on raising their children. All her illusions were shattered when he confessed he’d been unhappy for years, demanded a divorce, then, with icy detachment, got in his car […]
Read More →
Winter 2026

At Sea

“We often take for granted the very things that most deserve our gratitude.”
On the last leg of a long journey to its home port of San Diego in the spring of 2003, the USS Constellation was abuzz with anticipation. The aircraft carrier had spent seven months on a combat mission in the Persian Gulf. The 5,000 sailors and pilots onboard were war-weary and homesick. I’d boarded the […]
Read More →
Fall 2025

Community Property Trust

"Qui n’ose rien n’obtient rien"
Dreaming of palm trees but haven’t made the move to Florida? You don’t have to live in the Sunshine State to take advantage of the state’s powerful new estate planning tool, the Community Property Trust, or CPT. A CPT is a special kind of trust that some married couples can use to save on taxes […]
Read More →
Summer 2025

Coyote Ugly

“Coyotes have the gift of seldom being seen; they keep to the edge of vision … voices full of authority and rebuke.”
Imagine a mangy, old grey wolf with matted fur, missing teeth and ribs poking through its sides. This fearsome warrior has fought countless battles over the years, winning some and losing others. That wolf is an apt metaphor for the federal estate tax system. Born in 1916, the federal estate tax has been a mighty hunter […]
Read More →

Newsletter Archive

printerphone-handsetmap-markercrossmenu