Who Should Inherit Your Wealth?

Who Should Inherit Your Wealth?

“We make a living by what we get, but we make a life by what we give.” (Winston Churchill) Writing a will isn’t only about dividing assets – it’s about expressing your values, protecting your family, and reducing the risk of conflict after you’re gone. Yet many South...
Preserving Legacy Beyond Wealth

Preserving Legacy Beyond Wealth

“A rich person should leave his kids enough to do anything, but not enough to do nothing.”  (Warren Buffett) In the next couple of decades, families with intergenerational wealth will be transferring far more than assets (including homes, holiday homes, and successful...
The Transfer Process in a Nutshell

The Transfer Process in a Nutshell

“Don’t wait to buy real estate. Buy real estate and wait.” (Will Rogers) Spring is in the air and, as the annual uptick in property sales kicks in, let’s address two questions commonly asked by both sellers and buyers who are unsure about exactly what happens after...