Apr 7, 2026 | Estate Planning, SML Planning Minute Podcast, Company News
There are many American citizens who will spend an extended period outside the United States. What happens to your estate if you die while residing in a foreign country? It’s complicated. Planning is essential.
Aug 19, 2025 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 345 – Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.
Jul 22, 2025 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 341 – News flash: Estate planning is not for just the wealthy. Here are some ideas put forward in a recent article by renowned estate attorney Jonathan Blattmachr, especially for what he describes as “middle tier clients,” which he defines as people whose wealth does not exceed the available exemptions.
Jul 8, 2025 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 339 – The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.
Mar 18, 2025 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 324 – If your income goes up over time, it doesn’t necessarily mean that you’ll be able to save more. If you’re not careful, “lifestyle creep” can make things worse. Here are a few ideas on how to fight back against lifestyle creep.
Mar 11, 2025 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 323 – The investment wisdom of Warren Buffett is well known through his annual letter to shareholders. But he has some unique ideas about estate planning as well. Here are six of Buffett’s more important estate planning concepts.