Keeping Foreign Assets Out of Probate
Owning property or investments in more than one country can strengthen your financial legacy. However, it may also create complex legal challenges during probate.
December 18, 2025
The Estate of The Union Season 4|Episode 8 is out now!
The Estate of The Union Season 4|Episode 8 is out now! Choosing the right trustee is one of the single most critical planning decisions you
December 3, 2025
How Do You Protect Your Child’s Inheritance in a Second Marriage?
Make sure that you have a will and up-to-date beneficiary designations on all of your bank accounts, life-insurance policies and brokerage accounts.
July 2, 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
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
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
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
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
Inheritance Trust allows Families to Protect Heirs
Learn from a teen’s loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family’s future financial decisions.
April 4, 2024