The baby boom generation is made up of those Americans born 1946-1964, and according to the US Census Bureau (Bureau of Census), their numbers are estimated to be 73 million strong. This number represents nearly 20 percent of the American public. As they enter their...
If parents wait too long to begin installing family values, properly addressing and legally formalizing inheritance of family values and assets can be challenging. Undoubtedly the best time to teach and empower your children as eventual inheritors of your family...
A Common Questions we hear: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” It’s just not a good idea. For the plan to work as you would want it to, it should...
The importance of family presence in a senior’s life can not be overstated. Family creates a consistent social network and connection that directly impacts the senior’s overall quality of life. Prioritizing family relationships provides continuity as a...
As the Biden Harris Administration is set to take office, noting the President-elect’s tax plan is crucial for higher-income households to understand and likely make adjustments to their financial and legacy planning. Generally speaking, the sweeping changes to...
Many adult children live far away from their parents in the US. Managing aging parents or in-law medical events can be a serious challenge without proper preparation and understanding of what your parents’ strategy may or may not be, no matter where you live. Do...
