Your retirement age is probably fast approaching if you're part of the Baby Boomer generation. You may be thinking about how you will spend your
Generational Wealth: Maintaining Your Legacy
Developing and protecting your legacy to leave to future generations may have taken years. But have you thought about the impact it will have on
An Estate Plan Should Include a Family LLC
Most small business owners know that limited liability companies are advantageous for financial management, yet LLCs are also useful estate planning
Estate Planning for Seniors
Despite recognizing the importance of estate planning, nearly half of Americans age 55 and older do not possess a will, a power of attorney, or a
What is a Power of Attorney?
Choosing the right Power of Attorney (POA) is an essential part of estate planning. All states recognize powers of attorney, but rules and
Financial Planning for Your Parents
Experts agree that you should not wait until your aging parent has cognitive decline to discuss finances. It will take time to gather all the