If your goal is to protect your children from unnecessary stress and preserve family harmony, estate planning plays a meaningful role, ensuring stability and confidence at every stage of life.

When equity compensation makes up a meaningful portion of your income or net worth, these moments matter. Without a plan, it is easy to default to inaction or make rushed decisions that increase taxes or concentration risk.

Before the calendar turns, it’s the perfect time to pause, reflect, and make a few intentional moves that can set you up for a more confident and joyful new year.

Being independent means you get to define success on your own terms. With thoughtful tax and equity planning, flexible strategies, and care for your future self, you can enjoy the freedom you’ve built while knowing your plan supports your long-term peace of mind.