Estate Planning IS for All of Us, Not Just the Millionaires
Want to make sure your money or your parent’s money and assets go to whomever you or they would choose if something happens? Or, would you rather pay to have random strangers in the courts decide? If something happens and you’re incapacitated, do you want to make sure you choose who is making health care […]
The Financial Planner’s Guide to Navigating the Millennial Minds
The biggest wealth transfer in history is on the horizon. There is an estimated $68 trillion dollars that will be inherited by Millennials from their Baby Boomer parents in the coming years. How and who will manage all that money? Since Millennials have more non-traditional choices for investment management than their parents, financial planners and […]