Your will may not control all your assets. Find out how your ex can inherit from you if you own any that don’t pass through probate and what these assets are.

How often should you review your estate plan? What are the essential documents that make up an estate plan? On this episode ...

Unfortunately, outdated beliefs and confusion about recent law changes can leave families unprepared. In 2025, updates to tax exemptions, retirement account rules, and trust structures make it even ...

In troubled times like these, wealthy clients may seek financial refuge outside of the U.S. But that could cause more tax and ...