Estate Planning Blog Digest

Assets, heirs and homes in multiple countries require a plan that respects more than one legal system.

You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your financial advisor created your documents, or you might

The massive tax legislation known as the “One Big Beautiful Bill” (“OBBB”) became law on July 4, 2025, brings  sweeping changes that will affect nearly every American

Picture this: you’ve just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, maybe your

When we think about Mother’s Day, we often picture breakfast in bed, handmade cards, and bouquets of fresh flowers. But what if there was a

Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.