How Will The Coming Wealth Transfer Affect 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 aging Baby Boomers…
Why A Will Is Not the Best Option to Protect Your Pet
Do you have a pet and want to protect your pet even if you become incapacitated or when you pass away? These days, lots of people consider their pets to…
The Cost of Not Updating Your Plan
The cost of not updating your plan can be very high – likely much more than your plan cost you in the first place. If you’re like most people, you…
Protect Your Children’s Inheritance with a Lifetime Trust
You can protect your children’s inheritance with a lifetime trust and safeguard their inheritance (your money!) from common problems such as divorce, serious debt, devastating illness, and unfortunate accidents. Due…
7 Exercises to Complete With Your Parents
In a Facebook post, “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your…
Blended Family Mistakes to Avoid in Estate Planning
Learn from Tom Petty: His Daughters and Widow Are Now Locked In Bitter Battle Over His Estate Tom Petty did have an estate plan, however, for his “blended family” his…
Financial Scams – Three Warning Signs
Nobody likes to admit they’ve fallen for financial scams, but the fact is, it’s easier than ever to get caught up in one. This is especially true in today’s all-digital…