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  • Legacy Lexicon
There are significant risks to consider when transferring a business to the next generation. Here is some advice to drastically improve your chances of succession success... 06 Dec
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Family Business: Setting The Next Generation Up To Succeed

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Careers, families, and assets no longer fit neatly within a single jurisdiction... As lives become increasingly global, estate planning must reflect that reality.

Cross-Border Estate Planning Lessons from a Destination Wedding

When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence.

Undue Influence: Proving Someone Manipulated an Estate Plan

Estate theft is a serious allegation that can have lasting consequences. Whether you’re pursuing a claim or defending against one, taking the right legal steps is critical in safeguarding the interests of the estate as well as your own.  

What to Do if You Suspect —or Have Been Accused of— Estate Theft

This episode of Financial Decoder explores inheritance from both perspectives: the person planning to pass on wealth and the heir receiving it.

Financial Decoder Podcast Examines “Both Sides of an Inheritance”

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