Why "Simple" Is One of the Most Dangerous Words in Estate Planning
Rosalie PerkinsPublished on: 08/07/2026
I don't need anything complicated. I really just need a simple estate plan.
Estate PlanningInsurance
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Rosalie Perkins
Estate Planning Beyond Assets: A Structural Approach to Preventing Family Fracture
Rosalie PerkinsPublished on: 26/02/2026
Estate planning has traditionally been framed as a legal and financial exercise.
Estate PlanningInsurance
Estate Planning Is Not Just a Legal Task. It Is a Relationship & Retention Strategy for Adivosrs.
Rosalie PerkinsPublished on: 21/01/2026
In 2026, the Great Wealth Transfer is no longer a distant headline. It's an active force reshaping how advisors grow, retain, and stay relevant.
Estate PlanningInsurance
The Great Wave of Estate Planning Is Here. Are Advisors Ready?
Rosalie PerkinsPublished on: 14/12/2025
For years, estate planning lived in the background of wealth management. Important, yes. Urgent, not always.
Estate PlanningInsurance