Ways to Avoid Estate Disputes between Stepchildren
Blended families face a higher risk of estate conflicts—clear documents, open communication and thoughtful planning help protect relationships and prevent legal battles.
May 20, 2025
Special Needs Trusts Often Need a Professional Trustee
Managing a special needs trust requires more than good intentions—legal compliance, financial knowledge and long-term commitment often make a professional trustee the right choice.
May 15, 2025
Issues Family Business Owners Should Plan for in 2025
As 2025 approaches, family business owners face new financial, legal and operational challenges that require proactive planning to ensure long-term success and smooth transitions.
April 29, 2025
Tell Designated Representative Where to Access Your Estate Planning Documents
An estate plan is only effective if the right people know where to find essential documents when they are needed.
April 15, 2025
The Estate of The Union Season 4|Episode 2 is out now!
The Estate of The Union Season 4|Episode 2 is out now! In this episode of the ESTATE OF THE UNION, Brad Wiewel is going to
April 10, 2025
Managing Inherited Property can be Complicated
Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.
April 1, 2025
Understanding the Downsides of Inheriting a Timeshare
Inheriting a timeshare often comes with financial burdens, ongoing fees and legal complications that heirs may not anticipate.
March 24, 2025
Estate Planning Can Bridge the Gap Between Generational Wealth
Generational wealth is only meaningful if it is preserved and transferred effectively. Estate planning ensures financial stability for future generations.
March 19, 2025
A Well-Planned Strategy ensures Families maximize Financial Aid when planning for College
Securing a child’s education starts with smart financial planning. Avoiding FAFSA mistakes and structuring college savings wisely can maximize financial aid and protect family assets.
March 13, 2025
What Kind of Trust Helps a Family with Young Children?
My trust can also ensure that if I die while my daughter is a minor, my money will meet her needs as she grows up.
March 11, 2025