Bestselling Author Marion Roach Smith Says, “Write What You Know!” By Meg Oldman We capture meaningful moments with our phones, shared celebrations, and committing events to memory. Few of us actually sit down and write about what we know about these moments. Marion Roach Smith has made it her business, literally and figuratively, to lead…

Monroe Diefendorf Wants to Redefine the Meaning of Inheritance By Christopher Zacher Monroe Diefendorf understands the importance of strong financial planning. Having been born into Diefendorf Capital’s life insurance legacy, founded by his great-grandfather in 1875, Monroe (who goes by Roey) found a place for himself in the family business, working alongside his father. He…

Michael Stuart’s estate planning practice focuses on issues far more meaningful than wills, trusts, and tax planning. By Daniel Slone Michael Stuart is an attorney, but he is quick to argue that his profession has trained its clients too well. “They think that lawyers draft documents, financial planners build wealth, and CPAs deal with taxes. The…

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