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What Cross-Border Families Should Ask About Structuring Their Estate Plan for Mobility in 2026
03/03/2026
What Cross-Border Families Should Ask About Structuring Their Estate Plan for Mobility in 2026
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Families Should Ask About Structuring Their Estate Plan for Mobility in 2026. To help prepare you, I’ve invited my good friends, Marlyn Schulz and Craig Tervit, to join us. From Brenham, Texas, Marlyn Schulz, a Texas Estate Planning Attorney also licensed in California. With her firm, Brenham Estate Plans, Marlyn specializes in helping clients navigate complex relocations, estate strategies, and asset protection, drawing on her dual-state expertise to ensure seamless transitions for high-net-worth families. And from Calgary, Alberta, Craig Tervit, Founder of The Last Word, a Canadian Estate Planning law firm dedicated to helping clients craft comprehensive wills and estate plans that reflect their unique wishes and minimize family conflicts. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on LinkedIn:
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