Death and Taxes - Part 1

In prior posts I’ve referenced The Talk I had with my father, and one of the massive insights that is obvious in hindsight but I didn’t fully appreciate at the time was my father’s deep uncomfortableness with being able to discuss his own mortality. I mean, of course I understand that. But also, I wrongly assumed that we had a common perspective on the inevitable fact that our time on this rock is finite and will end eventually.

Sitting with this fact, and internalizing that everyone is somewhere on the spectrum of “I pathologically refuse to think about this” to “I accept this fact without emotion,” is something that I (and likely others) need to be actively conscious of.

Also, ignoring it doesn’t change reality. I recently posted a series on How to Start a Conversation with Your Parents which could be helpful. And below is another tact that could be leveraged so that our parents can Live Their Legacy, Not Just Leave It (in a Mess). And if you’re looking for a way to manage this complexity, consider joining our waitlist for our Inheritance Portal.

From interesting follow Kurt Supe on X:

A client said: "I don't want to think about dying."

I get it.

But I asked: "Do you want your spouse scrambling to figure out your finances after you're gone?"

That changed his tone.

Planning for death isn't morbid.

It's the final act of love.

We updated everything:

Beneficiaries

Estate documents

Account inventory

Passwords

Now she'll know exactly what to do.