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…
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…
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…
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…
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…
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…