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Estate planning is often viewed as a technical exercise, but the most lasting legacies are built with intention, values, and meaningful family engagement.
In this month’s Tamarind Learning podcast, The Head and the Heart of Estate Planning, we explore how thoughtful planning blends strategy with humanity, helping families pass down more than money by preparing heirs, preserving values, and strengthening relationships across generations.
To complement the conversation, we’re featuring four articles that examine legacy through a heart-centered lens, from redefining fairness to embracing stewardship and aligning wealth with purpose.
Don't miss registering for our upcoming webinar on January 28th with Dr. Kirby Rosplock, Torri Hawley, and David York, featuring a candid conversation on prenups and postnups and the role they can play in strengthening relationships and family planning.
Register here and read more information below.
| | | | | | Estate Planning is Not Just a Stack of Paper. Designing Plans that Survive Generations with Marvin Blum. | | Dr. Kirby Rosplock welcomes estate planning attorney and CPA Marvin Blum to explore the “head and heart” of legacy planning. They discuss smart estate strategies amid changing tax laws, the importance of flexibility and communication in family plans, and why true legacy is about passing on values, not just valuables. Insightful, heartfelt, and practical advice for every generation. | | | | Passing on Values Along with Assets | |
From Wealth Transfer to Stewardship |
This article from IFC invites families to rethink inheritance as stewardship, not just wealth transfer. By aligning money with values, purpose, and responsibility, families can prepare heirs to use wealth intentionally and create lasting impact across generations.
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The Red File: A Gift for the Living |
This article from Blum's Blog introduces The Red File, a practical companion to estate planning documents that helps families navigate incapacity or loss with clarity and confidence. By organizing essential personal, financial, and care information, along with values and guidance, it offers loved ones a clear roadmap when they need it most.
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Trust & Estate Planning Through a Family Legacy Lens |
This piece from Truist’s Center for Family Legacy explains that when families communicate estate planning intentions, educate heirs about their roles, and align planning with shared values, they’re far more likely to preserve both assets and relationships across generations.
Read More >>
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Legacy Planning: Values, Mission & Meaning Beyond Money | This article from Donohue O'Connell & Riley PLLC explains how legacy planning extends far beyond the transfer of assets. From crafting a family mission statement to sharing stories, establishing educational funds, and creating ethical wills, the piece highlights practical ways to ensure your legacy reflects who you are as well as what you own.
Read More >> | | | | Upcoming Webinar: Signed With Love? | | | | Join Dr. Kirby Rosplock, Torri Hawley, and David York for a timely Tamarind Learning webinar exploring how prenups and postnups can be powerful tools for values alignment, communication, and long-term family stewardship.
This 45-minute conversation will blend professional insight with lived experience. Torri will share her firsthand perspective on navigating a prenuptial agreement, while Kirby will reflect on her experience with a postnuptial agreement, both offering candid lessons on how these agreements can strengthen relationships rather than strain them.
Participants will gain practical insights during the webinar and have the opportunity to explore these topics more deeply through Tamarind Learning’s Purposeful Prenups course. Designed for families, advisors, and professionals alike. This work reframes prenups as proactive, purpose-driven conversations that support healthier partnerships and multigenerational legacies.
When: Jan 28, 2026 12:00 PM Central Time (US and Canada)
| | | | | | | | | | | | Brought to you by Tamarind Learning
Editorial Mission: To provide monthly news, education, and professional guidance that help families, advisors, and trustees become extraordinary stewards of wealth. | | | | | | | |
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