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
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
A Trust Only Works if it is Properly Funded
Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.
January 9, 2025
Navigating Estate Planning as a Military Family can be Complex
Estate planning for military families involves unique benefits like survivor pensions, VA support and tools to protect loved ones and maintain financial stability after a servicemember’s passing.
December 9, 2024
The Difference Between an Heir and a Beneficiary
Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
October 15, 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
Planning for Retirement with a Special Needs Child
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
July 8, 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
Charitable Remainder Trusts may be Solution to Stretch IRA loss
The SECURE Act killed the stretch IRA. However, a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.
June 6, 2024