Designing Legacy Residences Where Family Decisions Happen

Published on September 9, 2026

The setting influences how family members experience the conversation.

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What To Say When a Client Loses a Spouse

September 9, 2026
The alternative is to be proactive by helping a grieving client name and address the financial concerns that loss creates, without ever rushing them. Doing that well takes two things: an understanding of how grief actually unfolds and a deliberate process for the conversation itself.

Montana Supreme Court Finds Uncashed Check Includible in Decedent’s Estate

September 9, 2026
No proof that it was meant to be gift for the spouse.