Wealth and Entitlement: Avoiding These Traps With Children
As families look to gather for the holidays, the lessons of this article may hit home.
Accelerate Gifting in 2025
Careful consideration should be given to charitable gifts this calendar year before the new OBBBA provisions take effect next year.
The Tangled Web We Weave
Modern technology has added complexity to the determination of a person’s heirs.
Cleaning Out the Stale Leftovers
With the passage of OBBBA, it’s time to dust off those aging estate plans.
Yet Another Family Feud Episode
A real life “Succession” is playing out on an international stage. Fascinating read.
Let’s Chat
Many struggle to talk with their children about inheriting wealth. This Ted Talk explores healthy ways to do that.