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Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

As a parent, you’ve probably thought about the importance of naming permanent legal guardians for your child in case something happens to you. If you haven’t yet, take this as the sign that now’s the time to do it, in case the unthinkable happens to you. But in some cases, naming permanent legal guardians for...

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Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and reminisce about the wonderful memories you share together. If you’re getting together with family this month, it’s also a perfect time to talk to your loved ones about your shared goals, family resources...

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Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a 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...

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