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
How Does a No-Contest Clause Protect Your Will?
The stakes are high for heirs who expect a hefty inheritance.
April 8, 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
Revising Estate Planning Ensures Assets Are Protected Post-Divorce
Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.
March 5, 2025
The Estate of The Union Season 4|Episode 1 is out now!
The Estate of The Union Season 4|Episode 1 is out now! In this episode of the ESTATE OF THE UNION, Brad Wiewel is going to
March 3, 2025