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The estate attorney who says simple estates aren't actually simple — and why you should care

Tue, 12/16/2025 - 09:39
Tech Insider : Business, Style
Fountain pen with a flower world coming from it with different will and state elements

Nicolas Ortega for BI

finance, es-edwjones-tgt, Wealth, money, Inheritance, the-great-transfer, edit-series

Inside the tax that incentivizes boomers to die in their homes, rather than selling — because it's better for their kids

Tue, 12/02/2025 - 11:01
Tech Insider : Business, Style
A faded hand that is passsing a house to another
hand.

Nicolas Ortega for BI

Real Estate, Housing, Taxes, baby-boomers, home-sellers, home-buyers, Inheritance

How to protect your estate and inheritance from an ugly divorce if you lack a prenup, according to financial experts

Mon, 11/03/2025 - 15:11
Tech Insider : Business, Style
A close up of a wedding cake, with figurines that are separated by a knife both wearing helmets

Nicolas Ortega for BI

finance, es-edwjones-tgt, Wealth, money, Inheritance, Divorce, the-great-transfer

I'm a wealth advisor, financial therapist, and end-of-life doula. Here are 6 talking points I use to help clients navigate tricky conversations about inheritance and legacy.

Thu, 10/16/2025 - 16:30
Tech Insider : Business, Sports, Style
Photo collage featuring Ashley Agnew, Money pattern, hand holding a wallet, hand on shoulder, and a stack of papers.

Courtesy of Centerpoint; Getty Images; Alyssa Powell/BI

finance, es-edwjones-tgt, Wealth, money, Inheritance, the-great-transfer, edit-series
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