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Blog & Legal Updates

Filtered for Practice Area: Asset Protection Planning

What You Need to Know About "The Great Wealth Transfer"

What You Need to Know About

Last year marked the beginning of a historic economic event and what economists are calling “The Great Wealth Transfer”. Over the next several decades, an estimated $30 trillion will be passed to Millennials — from their aging parents and grandparents throughout the U.S., Canada and the UK.

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The Season of Giving: Why Having an Estate Plan is a Gift to Others

The Season of Giving: Why Having an Estate Plan is a Gift to Others

With the holiday season in full swing and tax time on the horizon, this is a great time to think about updating your estate plan. Estate planning this holiday season can serve as a true gift to your loved ones that will truly have lasting impact for years to come.

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