Tell Designated Representative Where to Access Your Estate Planning Documents
An estate plan is only effective if the right people know where to find essential documents when they are needed.
April 15, 2025
The Estate of The Union Season 4|Episode 2 is out now!
The Estate of The Union Season 4|Episode 2 is out now! In this episode of the ESTATE OF THE UNION, Brad Wiewel is going to
April 10, 2025
How Does a No-Contest Clause Protect Your Will?
The stakes are high for heirs who expect a hefty inheritance.
April 8, 2025
Protecting Your Business with Life Insurance
Business owners need a plan to protect their company’s financial future in the event of unexpected loss, and life insurance is a critical tool for ensuring stability.
April 3, 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
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
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
A No-Contest Clause can Protect your Planning
Between 1% and 3% of wills are contested in the United States each year, research shows.
February 10, 2025
Understanding the Difference Between a Living Will and Last Will and Testament
Creating a will isn’t a luxury for the wealthy—it’s a protective measure for those we love.
February 4, 2025
Leaving Inheritance to a Child with Addiction requires thoughtful Planning
Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.
January 30, 2025