Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events. 18 Nov

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations. 17 Nov

Dementia Hub: Fraud Prevention Resources from AARP

If you have financial ties in multiple countries, your U.S. estate plan may not be enough. This article —How Living Abroad Can Complicate Your Estate Plan— covers five ways international ties can complicate your best-laid plans... 14 Nov

Five Ways International Ties Can Complicate Your Estate Plan

Trust distributions fall into two categories, and the difference is significant. Mandatory distributions versus discretionary distributions: the difference the trust document makes... 10 Nov

Trust Distributions: Mandatory vs Discretionary

05 Nov

Understanding the Rights of Beneficiaries in Estate Litigation

A multijurisdictional approach uses one document, whereas a cross-jurisdictional approach uses multiple, separate documents. Both require specialized legal advice to navigate differences in foreign laws, such as forced heirship rules, and to ensure wishes are carried out effectively.  03 Nov

Multi-Jurisdictional vs Cross-Jurisdictional Estate Planning

It’s one thing to talk about the importance of succession planning. It’s another to see the transformation happen in real families, businesses, and lives. Here are real-world lessons from business-owning families who faced the fire—and came through stronger. 31 Oct

Family Business Succession: Lessons Learned from Real Families

Whether driven by retirement, a desire for simplicity, or changing health needs, the act of downsizing is a profound life event. It requires a conscious and often difficult act of letting go, confronting the unspoken weight of what we choose to leave behind. 27 Oct

Downsizing Guide: Mastering The Difficult Act of Letting Go

Texas doesn’t tax your estate or your inheritance—but the federal government might. And if you own property in other states, you may still be affected by their rules. Let’s break down how smart planning can protect your legacy. 27 Oct

Does Texas Have an Estate or Inheritance Tax?

Preparedness is key. With clear instructions and all assets accounted for, the transfer itself can be smooth, allowing loved ones to focus on grieving and honoring your memory. Here's what you should do now to best position your heirs for success. 26 Oct

How To Guide Your Heirs Through The Great Wealth Transfer

The probate process can vary significantly from one state to another, reflecting local laws, customs, and practices. Here is a quick guide to understanding state-specific probate laws and procedures... 25 Oct

Does The Probate Process Vary from State-to-State?

An estate tax is levied on the deceased's estate, while an inheritance tax is paid by heirs subject to the tax (spouses are usually exempt). Over a dozen states currently impose estate or inheritance taxes. Find out where you’ll have to pay... 24 Oct

2025 Update: States with Scary Estate & Inheritance Taxes