Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or another catchy phrase, one fact remains clear: an enormous amount of wealth will pass from Baby Boomers to younger generations over the next few decades. Many experts believe this will be the largest intergenerational transfer of wealth in history. Because no one knows...Read More

When most people think about estate planning, they picture paperwork and what happens after someone passes away. But the truth is, the most important part of planning happens while you are living your life, raising your family, and making decisions every day. That is why we call what we do Life & Legacy Planning®. It...Read More

If you are in a blended family, you may believe the simplest estate plan is also the fairest one:“I’ll leave everything to my spouse. They’ll take care of my kids.” That approach often works in a first and only marriage. When you and your spouse share the same biological or adopted children, the surviving spouse...Read More

For many families, retirement accounts like 401(k)s and IRAs are their largest financial asset. In fact, these accounts hold about $21 trillion nationwide and often make up more of a household’s wealth than even their home. But here’s the problem. What happens to those accounts after you die is not always simple, and small mistakes...Read More

Have you ever heard horror stories about families fighting over Grandma’s jewelry or getting stuck in a never-ending legal battle after someone passes away? Or how long it can take to sell a house tied up in probate? What about loved ones being denied their inheritance entirely? Unfortunately, these situations happen every day. Even celebrities...Read More

Your home may be your most valuable asset. If you’ve researched estate planning, you may have heard about the Lady Bird Deed and how it can help your home pass to your children without probate. Friends, online articles, and even some professionals often describe Lady Bird Deeds as simple, inexpensive, and effective. In many ways,...Read More

You’ve built a life with someone you love, sharing a home, memories, and maybe finances. But if you’re not legally married, the law doesn’t automatically protect your partner. If something happens to you, they could have no legal right to your property, finances, or even medical decisions. Here’s what you need to know and how to...Read More

As Spring Break approaches and summer travel follows close behind, you are likely busy planning the perfect getaway with your children. Flights are booked, hotels reserved, and activities mapped out. But there is one important detail many parents overlook: making sure your children are cared for if something unexpected happens to you while you are...Read More

Like buying a cheap car, bargain estate planning can leave your loved ones stranded. Here is why a Life and Legacy Plan is worth Your mom told you not to worry because she had taken care of everything. She chose you as her power of attorney. You were on her accounts to help pay bills...Read More

Like buying a cheap car, bargain estate planning can leave your loved ones stranded. Here is why a Life and Legacy Plan is worth the investment. I had an interesting conversation with a potential client last week. After explaining my Life & Legacy Planning® process, she said, “This all sounds great, but my friend told...Read More