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A-Seniors-Guide-to-Estate-Planning
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February 8, 2024

A Seniors Guide to Estate Planning

Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will, and even fewer have designated powers of attorney, a living will, or health care directives. These legal documents help…

Should-I-Divide-My-Assets-Equally
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January 25, 2024

Estate Planning: Should I Divide My Assets Equally?

Your heirs may not see eye to eye on family circumstances, particularly regarding inheriting your estate. Relationships can change and intensify when you die. Underlying issues can bubble to the surface, creating tensions over your estate and possibly tearing your…

The-current-and-futre-state-of estate-planning
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January 18, 2024

Report: The Current and Future State of Estate Planning

Over the next two decades, experts foresee Baby Boomer households transferring more than $84 trillion in generational wealth. Amid challenging economic times, it is more important than ever to protect your assets for yourself and your loved ones. Without a well-crafted estate…

14-essential-questions-to-ask-aging-parnets-this-holiday
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December 14, 2023

14 Essential Questions to Ask Aging Parents This Holiday

About 45 percent of adults say they plan to travel for the holidays, per The Vacationer. With multiple generations getting together for holiday meals, gift exchanges and quality time, these annual gatherings present an opportunity to broach sensitive but important topics with your…

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