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
What If a Beneficiary Dies Before Receiving an Inheritance?
When a beneficiary dies before receiving their inheritance, estate distribution can become more complicated. Understanding succession rules, will provisions, and probate laws ensures that assets are transferred as intended.
February 27, 2025
Estate Planning for Americans Living outside the U.S.
Estate and inheritance taxes are critical considerations for all US citizens living abroad, whether they are building wealth, managing significant assets, or planning to transfer wealth to future generations.
February 24, 2025
Post-Nuptial Agreement can help Couples avoid Conflicts
Later-in-life marriages bring unique financial and legal challenges. A post-nuptial agreement can protect both spouses, while preserving family assets and expectations.
February 19, 2025
Understanding Gift Tax Rules can help Tax-Efficient Giving
Financial gifts can be a meaningful way to share wealth with loved ones. However, understanding the tax implications ensures that you avoid unexpected liabilities and maximize tax benefits.
February 12, 2025
Financial Blunders Grandparents Should Avoid with Grandchildren
Helping grandchildren financially can be rewarding. However, avoiding common mistakes ensures that your generosity doesn’t harm your finances or family relationships.
February 5, 2025
Navigating Probate for Out-of-State Properties can be Complex
Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.
January 29, 2025
Self-Employed must take a Proactive Approach to Estate Planning
Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.
January 16, 2025