Jul 17, 2023 | Beneficiaries, Children, Estate Planning, Trust
You may think your kids’ inheritance doesn’t need to be protected and that they aren’t going to get sued. You may be right, but you may also be overlooking one of the most common “lawsuits” that causes inheritances to be lost everyday, and that’s divorce. If you want...
May 22, 2023 | Children, Economy, Estate Planning
Tremendous amount of wealth will pass from Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of intergenerational wealth in history. Because no one knows exactly how long aging Boomers will live or how much...
Jan 2, 2023 | Children, Estate Planning
Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial you’re aware of the unique considerations that go into planning for a child who may be dependent on you at some level for their lifetime. If your child has...
