THANK YOU

If you are reading this, you were part of an evening I genuinely enjoyed. Twenty plus people around a table, talking honestly about money, family, and the conversations most of us keep putting off. That kind of conversation is rarer than it should be - and I am grateful you were part of it.

I hope the chocolate coins were good. I hope the questions on the card are better.

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The question

Of the four questions on your card, this is the one I would like to leave with you:

What conversation are you postponing - and what is the cost of continuing to postpone it?

You do not need a lawyer to answer that question. You need a table and the people you love.

But if tonight raised something more specific - a concern about your estate plan, a question about how your trust is structured, a situation in your family that you have been meaning to address -  I encourage you to reach out to your advisers.

About our conversation

Tonight was all about generational wealth transfer, navigating family dynamics, and having the conversations you need to, while you can.

We explored topics that sit at the heart of almost every estate dispute I have seen in my 30+ years of practice.

The gap between what a Will says and what a family expects. The difference between a structure that is legally sound and a plan that has been communicated. And the cost - financial and relational - of the conversations that never happen.

The cases I shared were real. The families behind them are real. And the pattern that connects them is always the same: it was never the structure that failed. It was the conversation that never happened.

If you would like a copy of the case summaries, feel free to get in touch.