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.
Estate planning is sometimes the last thing on our client’s mind during a divorce, when in fact it's a critical element to ensuring their assets are safe during process. Here are some of the most common questions we receive about how the estate planning process works during divorce.
As our culture becomes increasingly dependent on access to free information, unbundled services, and cheap alternatives to traditional methods, we continue to hear the question; “can I prepare my own estate plan?” As you consider your planning options, here are a few essential pitfalls when it c
It’s the time of the year when families get together to celebrate the holidays and catch up on each other’s lives. While there are many awkward conversations topics to avoid, there’s one topic you shouldn’t: your loved ones’ last wishes.