Hi Reader, I’ve always been a big fan of podcasts, and this week, I came across one where the guest said something that got me thinking. They pointed out that lawyers often refer to themselves as “trusted advisors,” but is that really the case if every conversation comes with a fee? When it comes to estate planning, it’s so much more than just transactions. It’s about building a relationship that helps guide your family’s future and ensuring your wishes are fully understood—without worrying about being billed for every minute. So, I’m curious—do you think lawyers are trusted advisors? What would make a lawyer feel like a trusted advisor to you? -Addie |
Hey Reader, It’s been a little while since I popped into your inbox, and with the LSU Tigers starting their road to the College World Series in Omaha, it reminded me of something Eric and I used to talk about doing when we were just married. We’d each buy one share of Berkshire Hathaway stock so we could go to Omaha to see Warren Buffett speak at the shareholder meeting. Not because we had big stock portfolios—just because it felt like one of those “one day” adventures. Go see Warren. See...
Warren Buffett updated his will at the end of last year—and his biggest tip might surprise you: Let your adult children read your will before you sign it. Whether you have “modest or staggering wealth,” Buffett says it’s a conversation every parent needs to have. Curious about why? Here's an article that breaks it down and links to his letter: Warren Buffett suggests all parents do one thing before they die. What do you think—sound advice? -Addie
This morning, my kids burst into my room, screaming, “It’s snowing! It’s snowing!” In New Orleans, that’s practically science fiction. Schools had been warning us since Friday—no classes today becuase of snow. Cue every working parent’s dilemma: how to keep kids entertained, off their devices, and still get anything done. Spoiler alert: it’s about as easy as finding a snow shovel in New Orleans. But this rare snowstorm got me thinking: life is full of surprises. Snow in New Orleans, a sudden...