by Steve Scott | Mar 22, 2019 | Estate Planning, Retirement
The estimate currently sits at $68 trillion dollars that the Baby Boomers will pass on to the next generation. For most of those 45 million households, this substantial financial legacy carries with it the hopes the assets will be used in a manner that reflects the...
by Laura Navarro | Sep 18, 2018 | Estate Planning, Retirement
Soon after the “Queen of Soul” Aretha Franklin’s death this summer, my husband and I were reminiscing about her most popular songs when he turned to me and said, “Wow, I wonder what her estate is worth?” I thought to myself, “Whatever it is, I hope she had a will and...
by Jennifer Caruso | May 31, 2017 | Estate Planning, Financial Planning
Senior year of high school can be quite overwhelming: college applications, final tours, winter formal, senior pictures, prom, graduation… It’s endless! Once your child graduates, there is a short lull before the next major milestone – the day they move to college. ...
