Estate planning is more than just writing up a will or checking boxes on your insurance policy. A proper estate plan can create a legacy. This could be transferring wealth to the next generation in a way that sets them up for success or giving meaningfully to...
ABOUT THE AUTHOR: Anne Thompson, Private Client AdvisorAnne is passionate about helping clients build financial plans that are clear, relevant, and actionable. She provides personalized service to individuals and families on their entire financial lives: from mapping...
Often times when discussing estate planning with clients, the initial response we get is “I’m not in the uber-wealthy category, why should I worry about an estate plan?” Well, the reality is that estate planning can be beneficial to anyone, regardless if you’re in...
Transferring Wealth through Estate Planning Generational Wealth transfer is the process of passing wealth from someone who has died to their beneficiaries. Estate planning, at its core, is simply providing a roadmap directing where you want your things to go and...
