How to Leave an Inheritance to Your Child but Not Their Spouse
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
October 21, 2024
The Estate of The Union Season 3|Episode 10 is out now!
The Estate of The Union Season 3|Episode 10 is out now! In his prior legal life, Brad Wiewel was a family attorney for about ten
October 17, 2024
Important Steps to take After the Passing of a Spouse
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
October 9, 2024
Family Wealth Discussions are Critical to Proper Planning
Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.
October 8, 2024
Unique Challenges to Estate Planning for Non-Citizens with U.S. Assets
Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.
October 2, 2024
Safeguarding Wealth is an Essential Strategy for Senior Women
Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.
September 30, 2024
Women should Plan for a Second Retirement
Women typically live longer than men, so they should prepare for a ‘second retirement,’ often with different needs and associated costs.
September 23, 2024
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
Pitfalls of DIY Real Estate Deeds
Using DIY deeds like quitclaim deeds can create more problems than they solve, from legal complications to financial penalties.
September 16, 2024
The Estate of The Union Season 3|Episode 9 is out now!
The Estate of The Union Season 3|Episode 9 is out now! There are few things we dislike more than going to the mall and shopping
September 12, 2024