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...
