Talking about money is never easy, especially when it involves inheritance, and in many wealthy families, conversations about who gets what, when, and why can feel uncomfortable. Learn how to have constructive talks regarding wealth, values, legacy. 06 Oct

Family Wealth Conversations: Strategies That Work

Estate planners have a variety of techniques and tools that can be employed to protect beneficiaries from themselves. Learn more about how to prevent heirs from squandering their inheritances... 18 Sep

How Estate Plans Prevent Heirs From Squandering Inheritances

Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are the next generations prepared to accept it or will they become “shirtsleeves to shirtsleeves in three generations”? 18 Sep

Is the Inheriting Generation Prepared for “The Great Wealth Transfer”?

Robert Redford's stunning $20m property portfolio revealed after Hollywood icon dies in his sleep aged 89 16 Sep

Robert Redford’s Stunning $20m Property Portfolio

The infamous inheritance battle for Koch Industries involved the four sons of Fred Koch — William, Frederick, Charles, and David — who feuded for nearly two decades over the control and ownership of the family company.  15 Sep

Infamous 20-Year-Long Inheritance Battle: Koch Industries

The battle for the Sunjay Kapur empire has taken an explosive turn, as shocking allegations of a ‘forged will’ have surfaced, shaking the very foundation of this high-profile dispute. 10 Sep

Forged Will Allegations: Battle for The Sunjay Kapur Empire

A years-long succession battle within Rupert Murdoch's conservative media empire has drawn to a close, with his son Lachlan set to control the news group. The deal ends all litigation over the family's trust. 09 Sep

Deal Reached in Long Succession Battle Over Murdoch Media Empire

If you’re building wealth for future generations, open communication and clear planning are just as important as investment strategies. These stories offer practical lessons for anyone hoping to pass on wealth— or simply keep their family together... 27 Aug

Wealthy Families That Lost Everything Over Generational Feuds

This guide breaks down what you need to know about estate tax rules in California, dispels common myths and outlines advanced strategies that can help you take advantage of current laws while planning confidently for the future. 21 Aug

Estate Tax Planning Strategies for California Residents

Hulk Hogan’s daughter can’t write herself out of the wrestler’s will, but she can refuse to take his money. The questions arising over who will inherit Hulk Hogan’s wealth offer important insights into how family estrangement can affect estate planning. 21 Aug

Hulk Hogan’s Will: a Lesson in Family Estrangement & Estate Planning

Following the death of Ozzy Osbourne, headlines turned to an alleged change to his will, in which Ozzy stipulated that his widow, Sharon, is to receive a dozen black roses a week for the rest of her life... 14 Aug

Ozzy Osbourne’s “Black Roses” Request

If you want your family’s money to last, you need to know what these millionaires missed. The right habits make all the difference... 09 Aug

Making Your Family’s Money Last: Start Teaching Habits Now