When you pass away, you want your children to inherit your most valuable property - your home. However, you are also concerned about planning for the future, declining health, and the potential need for expensive long-term care. You have heard…
You're ahead of the curve if you've already created a will to protect your assets and beneficiaries since roughly half of all Americans don't have one. While a will is a necessary document that every person who owns assets should have,…
It is difficult to consider more than just your grief after losing a spouse or a long-term partner, but you need to understand that important and timely decisions need to be made regarding your finances and personal estate plans. In truth,…
Human history has never witnessed a financial period like this. Baby boomers preparing to pass on their legacies through estate plans put America at the brink of the largest ever transfer of wealth. Over the next 25 years, projections estimate 68.4 trillion…
Many years may have gone into building and protecting your legacy for future generations. But have you thought about the impact it will have on family members who are in different stages of life after you are gone? It’s crucial…