Stephanie Caballero

September 20, 2018

What You Need to Know About Taxes and Penalties on Unreported Foreign Assets

It sounds like something out of Hollywood: A successful global business owner diverts income and hides assets in an offshore account. His spouse is fully aware […]
August 31, 2018

What Will Happen to Aretha Franklin’s Estate?

When the ‘Queen of Soul,’ Aretha Franklin, died on August 16th, she reportedly did so “intestate.” That means she died without a Will. According to documents […]
August 21, 2018

How Will The Next Generation Handle The Largest Wealth Transfer in History?

You’ve worked hard to accumulate your wealth. If you are like most people, you want to pass at least some of your savings on to future […]
August 17, 2018

What You Need To Know About Passing Frequent Flyer Miles (And Other Digital Assets) In Your Estate Plan

In a recent blog post, we discussed the importance of making sure your estate plan incorporates your wishes for passing your digital assets to your loved […]