by Andrew Rosenberg | Nov 30, 2025 | Estate Planning, Trusts, Wills
Thanksgiving is all about food, family, and pretending you didn’t just eat your weight in mashed potatoes. But between the turkey, pie, and inevitable “Who’s carving this year?” debate, it’s also a good time to think about the people you’re most thankful for. Here’s... by Andrew Rosenberg | Nov 2, 2025 | Trusts, Wills
Talking to your parents about money and mortality? Awkward—but necessary. No one wants to sound like they’re chasing an inheritance, and your parents definitely don’t want to feel like they’re losing control. But pretending the topic doesn’t exist doesn’t help anyone.... by Andrew Rosenberg | Oct 5, 2025 | Estate Planning, Trusts
A client once told me about her father who spent his whole life building a successful business. He thought his kids would keep it alive for decades. Five years later, it was sold, the money was split, and most of it was gone. No one ever had a serious talk about how... by Andrew Rosenberg | Apr 4, 2025 | Estate Planning, Trusts, Wills
Last month, I got one of those calls that hits you like a punch to the gut. My cousins called to let me know that my Uncle Steve had passed away in Chicago. It was totally unexpected. I’d just seen him recently at his granddaughter’s bat mitzvah—and he looked great.... by Andrew Rosenberg | Feb 27, 2025 | General
I never thought I would be writing about this topic today in my newsletter, I can assure you of that! As many of you already know, I love my family and they always come first. However, in my opinion this next story takes it to a new level… To give you a little...