Preparing Your Adult Children for Their Inheritance
Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.
September 18, 2024
Sharing Family Values in Your Estate Plan
Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life’s principles.
September 9, 2024
The Estate of The Union Season 3|Episode 8 is out now!
The Estate of The Union Season 3|Episode 8 is out now! We all accumulate stuff as we go through life. When someone dies, what to
August 19, 2024
Managing a Big Age Gap in Estate Planning
For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.
June 12, 2024
Diverse Family Structures Have Unique Estate Planning Challenges
The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.
June 10, 2024
Topics You need to Address before a Mid-Life Marriage
Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.
May 8, 2024
Protect Family Wealth from Third Generation Curse
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
April 10, 2024
Do You Pay Taxes on Wedding Gifts?
Even if you clearly don’t owe taxes, you may have to report gift amounts should you give more than $18,000 in 2024 to a specific individual.
April 9, 2024
Understanding Marital Trusts in Your Estate Plan
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.
March 12, 2024
Strategies to avoid Inheritance Disputes
A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
January 22, 2024