09/09/2026
I just finished a book I keep thinking about: The Happiness Experiment by Carl B. Barney.
After a close call with his own life, he started giving portions of what would have been inheritances to people while he was still here to see it. He watched what it did for them, and what it did for him.
That lands close to the work we do. Almost every plan we build is written for a day none of us wants to think about. But some of your legacy does not have to wait for that day.
Helping a daughter with a down payment. Paying for a grandchild's first year of college. Funding the trip your parents keep putting off. Done thoughtfully, with the tax side handled, those gifts can happen while you are in the room.
The rest of the plan still matters, and it should be airtight. But if there is something you would like to see your money do for your kids in your lifetime, that is worth a conversation too.
- Carrie