Articles

The conversation before the money moves

Short pieces on the same material we cover on stage. Written to be read at a kitchen table, not to be impressive.

The reframe

Your kids do not want your house. They want a house.

The observation that started this seminar came from an El Dorado Hills probate attorney, and it surprises almost every parent who hears it.

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The math

The number that actually stops your kids is not the one you think

Everybody blames the down payment. A lender with forty years in this market says the real obstacle is a different number entirely.

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The tax question

The gift tax question that stops families who would never owe it

Fear of the gift tax prevents more help than the gift tax has ever collected. Here is the shape of the rule, and why a CPA is on this panel.

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Reserve your seats for August 27

The Legacy Table  August 27, 2026 · Folsom · Free
Reserve your seats