Family Philanthropy: Passing Down with Purpose 04 Feb

Family Philanthropy: Passing Down with Purpose

When a parent leaves an inheritance as a legacy for their children, the intent is always to secure their future. Statistics tell us that 1-in-3 heirs end up blowing all the money, rather than stewarding it well. 31 Jan

How One Woman Almost Lost a $4M Inheritance

‘Really weird vibes’: This man says his wife’s grandma left them part of a multi-million dollar inheritance — but her parents think they ‘got skipped’ and want in on it. 29 Jan

Family Drama & Weird Vibes: Grandma’s Inheritance Surprise

The legal dispute between Danny Bennett, the eldest son of Tony Bennett, and his sisters, Antonia and Johanna Bennett, has intensified in court. 16 Jan

Tony Bennett’s Kids in Legal Battle: Estate & Trust Dispute

Generational wealth erosion is a common phenomenon where inherited wealth diminishes over time, often within a few generations. Several factors contribute to the dissipation of inherited wealth... 08 Jan

Generational Erosion of Inherited Wealth: Why Does it Happen?

What is the gift tax limit for 2025 and how does it affect IRS gift and estate tax exemptions? This article will explore the impact of the new limits, explain how gift and estate tax exemptions work, and guide you through maximizing your gifting and estate planning potential. 08 Jan

Reassess Your Strategy: Gift & Estate Tax Exemptions in 2025

Unique assets often fall outside the typical scope of financial portfolios or real property, requiring specialized knowledge, valuation, and management. 06 Jan

High Net Worth Estates: The Challenges of Unique Assets

Inside Billionaire Rupert Murdoch’s Family Trust Battle 13 Dec

Inside Billionaire Rupert Murdoch’s Family Trust Battle

The Agnellis, Italy's ‘royal family’ of industry, has played a pivotal role in shaping global business and culture but a bitter feud is driving the Fiat family apart 04 Dec

The Agnelli Dynasty: Bitter 20-Year Inheritance Feud

From tax laws to tax liabilities, there are so many things to consider. Goals include protecting inheritances for heirs, minimizing estate taxes, avoiding the probate process, and appointing the right trustee. But how do you navigate this complex process? 17 Nov

High-Net-Worth Estate Planning: Quick Guide

Sudden Wealth Syndrome is a psychological condition that affects individuals who come into large amounts of money unexpectedly. Whether through an inheritance, lottery win, or investing, the sudden influx of wealth can be overwhelming... 14 Nov

Understanding Sudden Wealth Syndrome: Risks & Safeguards

Widow in Legal Battle with Rotary Foundation Over Husband's Estate 14 Nov

Widow in Legal Battle with Rotary Foundation Over Husband’s Estate