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Oliver Buchannon
Jared Jerotz
Part I: Estate Succession - Plan vs Reality

Part I: Estate Succession - Plan vs Reality

As life happens, all that estate planning needs to be updated, changed, or, well you don't want to know.

Nov 15, 2025

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10 min read

A Second Opinion?

A Second Opinion?

A Conversation about Medical Autonomy and Your Right to Question Everything

Oct 31, 2025

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11 min read

Part II: Family Wisdom - Your life lessons matter more than you think

Part II: Family Wisdom - Your life lessons matter more than you think

Ignore the voices that keep you silent

Oct 25, 2025

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16 min read

Part I: Family Wisdom - The one thing people get wrong.

Part I: Family Wisdom - The one thing people get wrong.

The Latchkey Generation's Guide to Unlocking Family Wisdom

Oct 17, 2025

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10 min read

Conversation Starter Guides

Conversation Starter Guides

Notably the most difficult part. How do you start the difficult conversation?

Oct 12, 2025

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11 min read

Closure - Is it you? Is it them? Does it really matter at this point?

Closure - Is it you? Is it them? Does it really matter at this point?

Have you considered what would constitute a "good" goodbye with loved ones?

Oct 10, 2025

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14 min read

You're Locked Out and You're Screwed - Digital Password Management

You're Locked Out and You're Screwed - Digital Password Management

"How would loved ones access your password-protected accounts if needed?"

Oct 3, 2025

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12 min read

Part 2: Caregiving Expectations, "Do you know what your aging parents expect from you?"

Part 2: Caregiving Expectations, "Do you know what your aging parents expect from you?"

The conversation toolkit for both GenX and Baby Boomers.

Sep 25, 2025

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11 min read

Part 1: Caregiving Expectations, "Do you know what your aging parents expect from you?"

Part 1: Caregiving Expectations, "Do you know what your aging parents expect from you?"

Preventing caregiving burnout before you begin caregiving.

Sep 20, 2025

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10 min read

Charitable Giving - "Have you created a plan for charitable contributions as part of your financial legacy?"

Charitable Giving - "Have you created a plan for charitable contributions as part of your financial legacy?"

Opening the conversation about giving back through your estate.

Sep 18, 2025

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16 min read

Part 3: Caregiving Needs, Boundaries, and How to Start the Conversation

Part 3: Caregiving Needs, Boundaries, and How to Start the Conversation

The Action Plan - Conversations that you need to have before its too late, or they're too angry and dismissive.

Sep 13, 2025

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13 min read

Part 2: The Generation X Reality - Navigating the Squeeze

Part 2: The Generation X Reality - Navigating the Squeeze

How Explicitly Have You Discussed Potential Caregiving Needs and Boundaries?

Sep 4, 2025

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13 min read

Part 1 - The Silent Crisis in American Families - Baby Boomers

Part 1 - The Silent Crisis in American Families - Baby Boomers

How Explicitly Have You Discussed Potential Caregiving Needs and Boundaries?

Aug 27, 2025

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15 min read

The Uncomfortable Truth About Your Final Send-Off

The Uncomfortable Truth About Your Final Send-Off

"How Have You Communicated Your Wishes Regarding Funeral or Memorial Services?"

Aug 21, 2025

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14 min read

Medical Records Access

Medical Records Access

"How accessible are your medical records to you and trusted family members?"

Aug 16, 2025

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14 min read

Beneficiary Designations - The Silent Inheritance Killer

Beneficiary Designations - The Silent Inheritance Killer

How recently have you reviewed beneficiary designations on accounts and policies?

Aug 14, 2025

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10 min read

A Different Kind of War of the Roses

A Different Kind of War of the Roses

"How are potential family disagreements about your wishes likely to be handled?"

Aug 12, 2025

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10 min read

The Relationship Repair Edition

The Relationship Repair Edition

Or: How to Stop Being a Stubborn Jackass Before You're Dead

Aug 9, 2025

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12 min read

Personal Legacy - Sharing Your Life Lessons with Future Generations

Personal Legacy - Sharing Your Life Lessons with Future Generations

"How have you prepared to share your life lessons and values with future generations?"

Aug 7, 2025

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11 min read

Religion - Sacred Topic - Who's In?

Religion - Sacred Topic - Who's In?

"Have you specified what should happen to personally meaningful spiritual items?"

Aug 3, 2025

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15 min read

Let's talk about the pills, and we're not talking about baby aspirin

Let's talk about the pills, and we're not talking about baby aspirin

Medication Management - "How organized are your medications and medical history?"

Aug 1, 2025

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9 min read

There's the door, don't let it hit you in the a** on the way out.

There's the door, don't let it hit you in the a** on the way out.

"How have you addressed potential inequalities or conflicts in inheritance?"

Jul 31, 2025

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11 min read

Pet Provisions, and we're not talking bully sticks

Pet Provisions, and we're not talking bully sticks

"What arrangements have you made for your pets if you're unable to care for them?"

Jul 29, 2025

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9 min read

When Icons Fall Silent

When Icons Fall Silent

A Week That Changed Everything and Advanced Directives

Jul 27, 2025

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10 min read

Personal Belongings with Difficult Histories

Personal Belongings with Difficult Histories

Have you addressed possessions that have complicated emotional significance?

Jul 21, 2025

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9 min read

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