Why??
Most people do not even want to think about anything potentially negative or difficult; let alone plan for it. You may have heard plan for the worst and hope for the best. This is a good way to ensure you have a plan for potentially negative or unfavorable outcomes if they arise, but this goes against the way our brains are wired. Read More
A Massive Transfer Of Wealth Is On The Horizon
It is estimated that $16 Trillion (yes, you read that correctly, Trillion with a “T”) will pass from the Baby Boomer generation and their parents to younger generations that include millennials. Read More
5 By 5 And I Feel Alive!
$5,000 per year or 5% of the fair market value of the trust per year. This is the flexibility a Read More
What The Heck Is a Crummey?!
There is an estate planning technique called the Crummey Power. It is a technique that Read More