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
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
A No-Contest Clause can Protect your Planning
Between 1% and 3% of wills are contested in the United States each year, research shows.
February 10, 2025
Understanding the Difference Between a Living Will and Last Will and Testament
Creating a will isn’t a luxury for the wealthy—it’s a protective measure for those we love.
February 4, 2025
Leaving Inheritance to a Child with Addiction requires thoughtful Planning
Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.
January 30, 2025