RESOURCES

The White Elephant Gift Nobody Wants: Family Conflict
Kathryn Pawlick Kathryn Pawlick

The White Elephant Gift Nobody Wants: Family Conflict

Think your family's White Elephant gift exchange gets competitive? Wait until there's no estate plan and they're fighting over Dad's classic car instead of a singing fish. Learn why your legacy shouldn't be left to chance (or family politics)...

Read More
How to Keep Wealth in Your Family for Generations
Kathryn Pawlick Kathryn Pawlick

How to Keep Wealth in Your Family for Generations

Building generational wealth isn't just about smart investments. It requires a fundamental shift in how you think about inheritance, educate your children about money, and plan for the long term.

Read More
The Unexpected Challenges of Being an Estate Executor
Kathryn Pawlick Kathryn Pawlick

The Unexpected Challenges of Being an Estate Executor

Being named as an executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved. The role requires more than you may expect, from immediate financial obligations to long-term asset management.

Read More

Let’s connect to get started.

Contact