Month: April 2023

Much has been written about the “Great Wealth Transfer.” That refers to the roughly $84 trillion it’s anticipated will be left over the next couple of decades to younger generations. If you’re in the Baby Boomer generation or slightly older or younger, you likely feel...

Every adult should consider estate planning, regardless of age or wealth. An estate plan is not for older individuals or those with assets worth millions of dollars. However, for a plan’s documents to be valid, including the will, some requirements should be observed,...

Your business has been in the family for many years. You learned on the job when your parents were in charge, and you gradually started to take over the reins. Ideally, you’d like the same thing to happen with your children.  Your children have been employed at the...

There are plenty of social reasons why women may feel more pressure to create an estate plan when compared with men of similar ages. Women typically fill caregiving roles in their families and communities, which may mean that they have people or possibly even animals...